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Disclosery

Horizons Wealth Management: IWM position timeline

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

Horizons Wealth Management held 496 IWM 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 496 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $137,833.

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

  2. period ended2026-03-31
    13F 496 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $123,008.

    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 496 shares
    Change vs previous 13F -191 shares

    0.08% of the 13F portfolio, value $122,095.

    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 687 shares
    Change vs previous 13F -25 shares

    0.11% of the 13F portfolio, value $166,227.

    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 712 shares
    Change vs previous 13F +166 shares

    0.11% of the 13F portfolio, value $153,642.

    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 546 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $108,922.

    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 546 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $120,644.

    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).