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Disclosery

Harbor Asset Planning, Inc.: SDY position timeline

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

Harbor Asset Planning, Inc. held 4,019 SDY 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 4,019 shares
    Change vs previous 13F +26 shares

    0.46% of the 13F portfolio, value $611,664.

    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 3,993 shares
    Change vs previous 13F +23 shares

    0.49% of the 13F portfolio, value $582,818.

    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 3,970 shares
    Change vs previous 13F +29 shares

    0.47% of the 13F portfolio, value $552,417.

    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 3,941 shares
    Change vs previous 13F +24 shares

    0.49% of the 13F portfolio, value $551,935.

    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 3,917 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $531,674.

    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).