Horizon Wealth Management, LLC
Position in OAKM — Oakmark U.S. Large Cap ETF
CIK 1815123
LA GRANGE, IL
All Filings in OAKM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OAKM | $37,487,573 | 1,359,970 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 OAKM | $501,688 | 17,690 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 OAKM | $2,199,414 | 82,129 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 OAKM | $37,663,905 | 1,466,663 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||