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Disclosery

Harbor Asset Planning, Inc.: FNDA position timeline

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

Harbor Asset Planning, Inc. held 28,471 FNDA 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 28,471 shares
    Change vs previous 13F -3,808 shares

    0.81% of the 13F portfolio, value $1,083,651.

    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 32,279 shares
    Change vs previous 13F -29 shares

    0.88% of the 13F portfolio, value $1,046,770.

    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 32,308 shares
    Change vs previous 13F +608 shares

    0.87% of the 13F portfolio, value $1,018,089.

    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 31,700 shares
    Change vs previous 13F +108 shares

    0.88% of the 13F portfolio, value $987,746.

    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 31,592 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $905,085.

    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).