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Disclosery

Horizons Wealth Management: IBTH position timeline

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

Horizons Wealth Management held 50,986 IBTH 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 50,986 shares
    Change vs previous 13F +3,664 shares

    0.72% of the 13F portfolio, value $1,138,007.

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

  2. period ended2026-03-31
    13F 47,322 shares
    Change vs previous 13F +1,056 shares

    0.71% of the 13F portfolio, value $1,061,432.

    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 46,266 shares
    Change vs previous 13F +1,451 shares

    0.69% of the 13F portfolio, value $1,039,597.

    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 44,815 shares
    Change vs previous 13F +2,556 shares

    0.69% of the 13F portfolio, value $1,009,234.

    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 42,259 shares
    Change vs previous 13F +2,011 shares

    0.69% of the 13F portfolio, value $950,405.

    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 40,248 shares
    Change vs previous 13F +1,036 shares

    0.68% of the 13F portfolio, value $902,360.

    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 39,212 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $870,377.

    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).