Filer Snapshot

HORIZON FINANCIAL SERVICES, LLC

CIK 0001674020. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

27

Latest Filing

15 Apr 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 15 Apr 2026 for CIK 0001674020.

View Source Filing
Business address
3880 Vest Mill Rd, Ste 100, Winston Salem, NC, 27103
Top 13F securities
SPSB SPYG SPYV SPDW SCHM SPHY SRLN VGSH XLK SCHA SPEM SCHP +8 more
State of incorporation
NC
Fiscal year end
31 December

Filer intelligence

What SEC filings say about HORIZON FINANCIAL SERVICES, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $226.25M across 375 reported holdings for Q1 2026.
  • Largest parsed 13F holding: SPSB at $19.08M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 375 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 15 Apr 2026

Top 5 concentration

36%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$80.46M

Compared with $226.25M total 13F value.

Top 5 net change

-$4.36M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: SPSB ยท Largest trim: SCHM

SPSB SPYG SPYV SPDW SCHM Other holdings

SPSB

8.4%

Spsb

$19.08M

SPYG

8%

Spyg

$18.1M

SPYV

8%

Spyv

$18.08M

SPDW

5.6%

Spdw

$12.77M

SCHM

5.5%

Schm

$12.43M

Latest update

What changed recently for HORIZON FINANCIAL SERVICES, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 15 Apr 2026.

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Benchmark Context

Benchmark context for this company

HORIZON FINANCIAL SERVICES, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

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SEC filing record

CIK 0001674020 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
27
First seen
13 Nov 2020
Latest filing
15 Apr 2026
Entity
Company

Observed form types

13F-HR N-PX 13F-HR/A

Primary evidence

Open SEC filing index HORIZON FINANCIAL SERVICES, LLC SEC filings HORIZON FINANCIAL SERVICES, LLC 13F portfolio

Latest Filings

Recent SEC filings for HORIZON FINANCIAL SERVICES, LLC with direct links to document and filing folders.

13F-HR File 028-20382

13F-HR filing

Filing date
15 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
12 Jan 2026
Reporting date
31 Dec 2025
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13F-HR File 028-20382

13F-HR filing

Filing date
12 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
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N-PX File 028-20382

N-PX filing

Filing date
21 Oct 2025
Reporting date
30 Jun 2025
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13F-HR File 028-20382

13F-HR filing

Filing date
12 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR/A File 028-20382

13F-HR/A filing

Filing date
07 May 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
28 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
12 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
13 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-20382

N-PX filing

Filing date
28 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR/A File 028-20382

13F-HR/A filing

Filing date
15 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
30 Jul 2024
Reporting date
30 Jun 2024
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13F-HR File 028-20382

13F-HR filing

Filing date
26 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
15 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
26 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
20 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
20 Apr 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
18 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
21 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
22 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
27 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
31 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
22 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
22 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
21 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
19 Jan 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-20382

13F-HR filing

Filing date
13 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
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