Harbor Asset Planning, Inc.: RWL position timeline

Harbor Asset Planning, Inc. held 38,065 RWL 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 38,065 shares

   Change vs previous 13F +487 shares

   3.65% of the 13F portfolio, value $4,863,595.

   13F-HR 0001398344-26-012477 filed by Harbor Asset Planning, Inc.
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 37,578 shares

   Change vs previous 13F +2,243 shares

   3.63% of the 13F portfolio, value $4,317,949.

   13F-HR 0001398344-26-006816 filed by Harbor Asset Planning, Inc.
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 35,335 shares

   Change vs previous 13F +2,230 shares

   3.46% of the 13F portfolio, value $4,046,234.

   13F-HR 0001398344-26-001149 filed by Harbor Asset Planning, Inc.
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 33,105 shares

   Change vs previous 13F +158 shares

   3.28% of the 13F portfolio, value $3,663,521.

   13F-HR 0001398344-25-019249 filed by Harbor Asset Planning, Inc.
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 32,947 shares

   Change vs previous 13F not available

   3.28% of the 13F portfolio, value $3,435,795.

   13F-HR 0001398344-25-013949 filed by Harbor Asset Planning, Inc.
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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