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Disclosery

Horizons Wealth Management: IWR position timeline

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

Horizons Wealth Management held 1,888 IWR 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 1,888 shares
    Change vs previous 13F -220 shares

    0.13% of the 13F portfolio, value $201,468.

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

  2. period ended2026-03-31
    13F 2,108 shares
    Change vs previous 13F -102 shares

    0.14% of the 13F portfolio, value $204,961.

    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 2,210 shares
    Change vs previous 13F -236 shares

    0.14% of the 13F portfolio, value $212,757.

    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 2,446 shares
    Change vs previous 13F -17 shares

    0.16% of the 13F portfolio, value $236,161.

    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 2,463 shares
    Change vs previous 13F -57 shares

    0.16% of the 13F portfolio, value $226,522.

    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 2,520 shares
    Change vs previous 13F -187 shares

    0.16% of the 13F portfolio, value $214,376.

    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 2,707 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $239,299.

    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).