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Disclosery

Horizons Wealth Management: IVV position timeline

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

Horizons Wealth Management held 1,220 IVV 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 1,220 shares
    Change vs previous 13F -12 shares

    0.59% of the 13F portfolio, value $934,237.

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

  2. period ended2026-03-31
    13F 1,232 shares
    Change vs previous 13F -5 shares

    0.54% of the 13F portfolio, value $804,670.

    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 1,237 shares
    Change vs previous 13F -21 shares

    0.56% of the 13F portfolio, value $847,182.

    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 1,258 shares
    Change vs previous 13F -54 shares

    0.58% of the 13F portfolio, value $841,892.

    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 1,312 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $814,540.

    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 1,312 shares
    Change vs previous 13F +97 shares

    0.56% of the 13F portfolio, value $737,140.

    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 1,215 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $715,246.

    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).