Harbor Asset Planning, Inc.: SMLF position timeline

Harbor Asset Planning, Inc. held 33,709 SMLF 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 33,709 shares

   Change vs previous 13F -458 shares

   2.26% of the 13F portfolio, value $3,005,091.

   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 34,167 shares

   Change vs previous 13F -1,748 shares

   2.17% of the 13F portfolio, value $2,579,273.

   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 35,915 shares

   Change vs previous 13F +1,340 shares

   2.3% of the 13F portfolio, value $2,689,244.

   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 34,575 shares

   Change vs previous 13F +1,091 shares

   2.3% of the 13F portfolio, value $2,570,624.

   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 33,484 shares

   Change vs previous 13F not available

   2.17% of the 13F portfolio, value $2,275,383.

   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).