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Disclosery

Harbor Asset Planning, Inc.: SCHB position timeline

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

Harbor Asset Planning, Inc. held 19,454 SCHB 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 19,454 shares
    Change vs previous 13F -313 shares

    0.42% of the 13F portfolio, value $563,396.

    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 19,767 shares
    Change vs previous 13F +56 shares

    0.42% of the 13F portfolio, value $496,138.

    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 19,711 shares
    Change vs previous 13F +62 shares

    0.44% of the 13F portfolio, value $517,023.

    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 19,649 shares
    Change vs previous 13F -2,473 shares

    0.45% of the 13F portfolio, value $505,196.

    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 22,122 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $527,176.

    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).