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Disclosery

Horizons Wealth Management: SHY position timeline

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

Horizons Wealth Management held 1,323 SHY 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 1,323 shares
    Change vs previous 13F -421 shares

    0.07% of the 13F portfolio, value $107,428.

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

  2. period ended2026-03-31
    13F 1,744 shares
    Change vs previous 13F -29 shares

    0.1% of the 13F portfolio, value $144,002.

    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 1,773 shares
    Change vs previous 13F -2 shares

    0.1% of the 13F portfolio, value $146,840.

    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 1,775 shares
    Change vs previous 13F -9 shares

    0.1% of the 13F portfolio, value $147,254.

    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 1,784 shares
    Change vs previous 13F +48 shares

    0.11% of the 13F portfolio, value $147,822.

    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 1,736 shares
    Change vs previous 13F -351 shares

    0.11% of the 13F portfolio, value $143,619.

    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 2,087 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $171,092.

    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).