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Disclosery

Harbor Asset Planning, Inc.: XLU position timeline

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

Harbor Asset Planning, Inc. held 1,727 XLU 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 1,727 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $78,312.

    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 1,717 shares
    Change vs previous 13F +12 shares

    0.07% of the 13F portfolio, value $78,765.

    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 1,705 shares
    Change vs previous 13F +859 shares

    0.06% of the 13F portfolio, value $72,773.

    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 846 shares
    Change vs previous 13F +5 shares

    0.07% of the 13F portfolio, value $73,784.

    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 841 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $68,631.

    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).