Skip to content

Horizons Wealth Management: IBTG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Horizons Wealth Management on IBTG, newest first. How the timeline and the estimate are built.

Horizons Wealth Management held 44,441 IBTG shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 44,441 shares
    Change vs previous 13F -8,052 shares

    0.64% of the 13F portfolio, value $1,016,810.

    13F-HR 0001943228-26-000003 filed by Horizons Wealth Management
    Accepted , ingested

  2. period ended2026-03-31
    13F 52,493 shares
    Change vs previous 13F -279 shares

    0.8% of the 13F portfolio, value $1,202,877.

    13F-HR 0001943228-26-000002 filed by Horizons Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 52,772 shares
    Change vs previous 13F +5,301 shares

    0.8% of the 13F portfolio, value $1,207,160.

    13F-HR 0001943228-26-000001 filed by Horizons Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 47,471 shares
    Change vs previous 13F +919 shares

    0.75% of the 13F portfolio, value $1,089,459.

    13F-HR 0001943228-25-000005 filed by Horizons Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 46,552 shares
    Change vs previous 13F -47 shares

    0.77% of the 13F portfolio, value $1,067,437.

    13F-HR 0001943228-25-000003 filed by Horizons Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,599 shares
    Change vs previous 13F -235 shares

    0.81% of the 13F portfolio, value $1,068,981.

    13F-HR 0001943228-25-000002 filed by Horizons Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,834 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,068,284.

    13F-HR 0001943228-25-000001 filed by Horizons Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).