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Horizons Wealth Management: TIP position timeline

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

Horizons Wealth Management held 59,100 TIP 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 59,100 shares
    Change vs previous 13F +2,336 shares

    3.89% of the 13F portfolio, value $6,148,735.

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

  2. period ended2026-03-31
    13F 56,764 shares
    Change vs previous 13F +366 shares

    4.17% of the 13F portfolio, value $6,264,484.

    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 56,398 shares
    Change vs previous 13F +444 shares

    4.12% of the 13F portfolio, value $6,198,713.

    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 55,954 shares
    Change vs previous 13F +1,498 shares

    4.27% of the 13F portfolio, value $6,223,202.

    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 54,456 shares
    Change vs previous 13F -861 shares

    4.34% of the 13F portfolio, value $5,992,293.

    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 55,317 shares
    Change vs previous 13F +1,644 shares

    4.64% of the 13F portfolio, value $6,145,207.

    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 53,673 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $5,718,956.

    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).