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Disclosery

Horizons Wealth Management: SCHP position timeline

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

Horizons Wealth Management held 51,497 SCHP 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 51,497 shares
    Change vs previous 13F +642 shares

    0.82% of the 13F portfolio, value $1,294,120.

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

  2. period ended2026-03-31
    13F 50,855 shares
    Change vs previous 13F -616 shares

    0.9% of the 13F portfolio, value $1,353,252.

    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 51,471 shares
    Change vs previous 13F +9,940 shares

    0.91% of the 13F portfolio, value $1,363,467.

    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 41,531 shares
    Change vs previous 13F +1,647 shares

    0.77% of the 13F portfolio, value $1,119,260.

    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 39,884 shares
    Change vs previous 13F +343 shares

    0.77% of the 13F portfolio, value $1,064,105.

    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 39,541 shares
    Change vs previous 13F +206 shares

    0.8% of the 13F portfolio, value $1,063,257.

    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 39,335 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,016,023.

    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).