Current Market Value 140,270,872
Current Holdings 179
Most Recent File Date 2025-07-07
Total Filings on Record 13
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Horizons Wealth Management . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-07 2025-06-30 13F-HR 179 140,271
2025-04-10 2025-03-31 13F-HR 180 134,356
2025-01-07 2024-12-31 13F-HR 171 131,155
2024-10-08 2024-09-30 13F-HR 174 130,209
2024-07-22 2024-06-30 13F-HR 175 126,430
2024-04-03 2024-03-31 13F-HR 182 152,627
2024-01-08 2023-12-31 13F-HR 182 152,627
2023-10-12 2023-09-30 13F-HR 186 137,152
2023-07-03 2023-06-30 13F-HR 213 140,951
2023-04-06 2023-03-31 13F-HR 169 136,346
2023-01-03 2022-12-31 13F-HR 171 125
2022-10-04 2022-09-30 13F-HR 166 108,556
2022-08-19 2022-06-30 13F-HR 166 122,297