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Disclosery

HARBOR ADVISORY CORP /MA/: SOXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HARBOR ADVISORY CORP /MA/ on SOXX, newest first. How the timeline and the estimate are built.

HARBOR ADVISORY CORP /MA/ held 18,785 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,785 shares
    Change vs previous 13F -12,287 shares

    3.22% of the 13F portfolio, value $12,036,677.

    13F-HR 0001765380-26-000383 filed by HARBOR ADVISORY CORP /MA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,072 shares
    Change vs previous 13F -3,273 shares

    3.07% of the 13F portfolio, value $10,212,124.

    13F-HR 0001765380-26-000184 filed by HARBOR ADVISORY CORP /MA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,345 shares
    Change vs previous 13F -2,527 shares

    3.13% of the 13F portfolio, value $10,342,997.

    13F-HR 0001765380-26-000072 filed by HARBOR ADVISORY CORP /MA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,872 shares
    Change vs previous 13F -168 shares

    2.96% of the 13F portfolio, value $9,996,737.

    13F-HR 0001765380-25-000479 filed by HARBOR ADVISORY CORP /MA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 37,040 shares
    Change vs previous 13F +19,197 shares

    2.82% of the 13F portfolio, value $8,841,448.

    13F-HR 0001765380-25-000360 filed by HARBOR ADVISORY CORP /MA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,843 shares
    Change vs previous 13F +885 shares

    1.13% of the 13F portfolio, value $3,357,517.

    13F-HR 0001765380-25-000220 filed by HARBOR ADVISORY CORP /MA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,958 shares
    Change vs previous 13F -147 shares

    1.2% of the 13F portfolio, value $3,654,279.

    13F-HR 0001100710-25-000001 filed by HARBOR ADVISORY CORP /MA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,105 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $3,944,242.

    13F-HR 0001100710-24-000004 filed by HARBOR ADVISORY CORP /MA/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).