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Disclosery

Harbor Asset Planning, Inc.: MTUM position timeline

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

Harbor Asset Planning, Inc. held 561 MTUM 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 561 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $192,157.

    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 560 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $134,370.

    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 559 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $140,022.

    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 558 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $143,068.

    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 557 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $133,752.

    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).