HORIZON FINANCIAL SERVICES, LLC
All 13F Filings
- Location
- Winston Salem, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 260,773
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 646 | 260,773 | 13F-HR | HORIZON FINANCIAL SERVICES, LLC |
| Q1 2026 | 4/15/2026 | 425 | 226,247 | 13F-HR | HORIZON FINANCIAL SERVICES, LLC |
| Q4 2025 | 1/12/2026 | 404 | 219,770 | 13F-HR | HORIZON FINANCIAL SERVICES, LLC |
| Q3 2025 | 11/12/2025 | 395 | 209,625 | 13F-HR | HORIZON FINANCIAL SERVICES, LLC |
| Q2 2025 | 8/12/2025 | 320 | 188,602 | 13F-HR | HORIZON FINANCIAL SERVICES, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 27.16 K | 10.4% | 10.33 K | 0 | 10.33 K |
| ETFs | 233.6 K | 89.6% | 24.2 K | 0 | 24.2 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
260,773
Holdings
646
QoQ value change ($000)
34,526
(15.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.