HORIZON FINANCIAL SERVICES, LLC KLXE β€” KLXE

Ownership history in HORIZON FINANCIAL SERVICES, LLC  Β·  1 quarter on record

AI Ownership Summary

HORIZON FINANCIAL SERVICES, LLC reported KLXE (KLXE) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows KLXE at 0.00% 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 KLXE 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 KLXE, 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
2026 Q2

KLXE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 KLXE β€” position size vs. price
% of Fund (quarterly)    KLXE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 18 β€” β€” 0.00% $46 2026-07-20 $2.10

FAQ About HORIZON FINANCIAL SERVICES, LLC and KLXE

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 KLXE?

HORIZON FINANCIAL SERVICES, LLC reported KLXE across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

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

The largest reported portfolio weight for KLXE was 0.00% in 2026 Q2.

What is the latest reported KLXE position on this page?

The most recent filing on this page is 2026 Q2, when HORIZON FINANCIAL SERVICES, LLC reported 18 shares, equal to 0.00% of portfolio, with an estimated market value of $46.

What does the chart on this KLXE ownership page compare?

The chart compares HORIZON FINANCIAL SERVICES, LLC's quarterly KLXE 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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