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HORIZON FINANCIAL SERVICES, LLC Historic Quarter Change: Foreign Stocks, Sold Out

HORIZON FINANCIAL SERVICES, LLC historic quarter change: Foreign Stocks, Sold out

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, HORIZON FINANCIAL SERVICES, LLC opened 24 positions, added to 0, reduced 0 and sold out of 3.

  • Q1 2025: Stock BCHG; Country of operation United States; Class ETF; Shares before 927.
  • Q4 2024: Stock PLNH; Country of operation United States; Class Stock; Shares before 150.
  • Q4 2024: Stock ALDS; Country of operation United States; Class Stock; Shares before 50.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1674020), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-26). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-09-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2025BCHG
BCHG
United StatesETF9270-927$4,867$0-$4,8672025-05-07
Q4 2024PLNH
PLNH
United StatesStock1500-150$90$0-$902025-02-12
Q4 2024ALDS
ALDS
United StatesStock500-50$1$0-$12025-02-12

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