SBUX β€” SBUX

Ownership history in HORIZON FINANCIAL SERVICES, LLC  Β·  7 quarters on record

AI Ownership Summary

HORIZON FINANCIAL SERVICES, LLC reported SBUX (SBUX) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows SBUX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SBUX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HORIZON FINANCIAL SERVICES, LLC's position in SBUX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SBUX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HORIZON FINANCIAL SERVICES, LLC held SBUX β€” position size vs. price
% of Fund (quarterly)    SBUX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 125 β€” 0% 0.01% $11K 2025-11-12 $86.08
2025 Q2 REDUCED 125 -12,136 -99.0% 0.01% $11K 2025-08-12 $91.50
2025 Q1 ADDED 12,261 +12,136 +9708.8% 0.00% $125K 2025-04-28 $81.65
2024 Q4 UNCHANGED 125 β€” 0% 0.01% $11K 2025-02-12 $109.41
2024 Q3 UNCHANGED 125 β€” 0% 0.01% $12K 2024-11-13 $96.00
2024 Q2 UNCHANGED 125 β€” 0% 0.01% $10K 2024-07-30 $72.61
2024 Q1 INITIATED 125 β€” β€” 0.01% $11K 2024-04-26 $83.75

FAQ About HORIZON FINANCIAL SERVICES, LLC and SBUX

These are the practical questions this page is built to answer before you even open the full history table.

How long has HORIZON FINANCIAL SERVICES, LLC reported owning SBUX?

HORIZON FINANCIAL SERVICES, LLC reported SBUX across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported SBUX position in HORIZON FINANCIAL SERVICES, LLC's portfolio?

The largest reported portfolio weight for SBUX was 0.01% in 2024 Q1.

What is the latest reported SBUX position on this page?

The most recent filing on this page is 2025 Q3, when HORIZON FINANCIAL SERVICES, LLC reported 125 shares, equal to 0.01% of portfolio, with an estimated market value of $11K.

What does the chart on this SBUX ownership page compare?

The chart compares HORIZON FINANCIAL SERVICES, LLC's quarterly SBUX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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