Horizon Financial Services, LLC has recently submitted its 13F-HR filing, revealing its investment holdings as of September 30, 2026. The report indicates that the company manages approximately $265.5 million in assets. This update is crucial for understanding the company's investment strategy and market positioning.

Background

Horizon Financial Services, LLC is a financial services firm based in Winston-Salem, North Carolina. The company is categorized as an asset manager and is involved in investment management services. The firm operates under the SEC file number 028-20382 and has been active in filing various reports, including its recent 13F-HR submissions.

What the Filing Says

The recent filing, accession number 0001674020-26-000005, provides a detailed overview of the company's investment portfolio. It lists a total of 692 entries, with a reported total value of $265,510,367. This figure reflects the company’s asset management capabilities and investment strategies.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors within the financial services sector. Investors may use this information to gauge the company's performance and investment focus, while competitors might analyze Horizon's strategies to inform their own approaches.

What's Next

The filing does not specify what happens next for Horizon Financial Services, LLC. Stakeholders will likely await further updates or additional filings to gain more insights into the company's future strategies and performance.