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Harbor Asset Planning, Inc.: FLOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Harbor Asset Planning, Inc. on FLOT, newest first. How the timeline and the estimate are built.

Harbor Asset Planning, Inc. held 20,248 FLOT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,248 shares
    Change vs previous 13F +303 shares

    0.78% of the 13F portfolio, value $1,033,639.

    13F-HR 0001398344-26-012477 filed by Harbor Asset Planning, Inc.
    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 19,945 shares
    Change vs previous 13F -2,597 shares

    0.85% of the 13F portfolio, value $1,016,149.

    13F-HR 0001398344-26-006816 filed by Harbor Asset Planning, Inc.
    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 22,542 shares
    Change vs previous 13F -1,079 shares

    0.98% of the 13F portfolio, value $1,146,543.

    13F-HR 0001398344-26-001149 filed by Harbor Asset Planning, Inc.
    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 23,621 shares
    Change vs previous 13F +588 shares

    1.08% of the 13F portfolio, value $1,206,689.

    13F-HR 0001398344-25-019249 filed by Harbor Asset Planning, Inc.
    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 23,033 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,175,197.

    13F-HR 0001398344-25-013949 filed by Harbor Asset Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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