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Disclosery

LPL Financial LLC: HRZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on HRZN, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 81,942 HRZN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,942 shares
    Change vs previous 13F +55,755 shares

    <0.01% of the 13F portfolio, value $387,586.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,187 shares
    Change vs previous 13F -11,083 shares

    <0.01% of the 13F portfolio, value $110,246.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    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 37,270 shares
    Change vs previous 13F -28,158 shares

    <0.01% of the 13F portfolio, value $240,390.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    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 65,428 shares
    Change vs previous 13F -18,840 shares

    <0.01% of the 13F portfolio, value $399,112.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    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 84,268 shares
    Change vs previous 13F -4,528 shares

    <0.01% of the 13F portfolio, value $606,732.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    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 88,796 shares
    Change vs previous 13F -88,075 shares

    <0.01% of the 13F portfolio, value $836,457.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    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 176,871 shares
    Change vs previous 13F +15,670 shares

    <0.01% of the 13F portfolio, value $1,590,071.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 161,201 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,716,793.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).