Harbor Asset Planning, Inc.: XMHQ position timeline

Harbor Asset Planning, Inc. held 23,111 XMHQ 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 23,111 shares

   Change vs previous 13F -1,101 shares

   1.96% of the 13F portfolio, value $2,608,536.

   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 24,212 shares

   Change vs previous 13F -714 shares

   2.11% of the 13F portfolio, value $2,502,621.

   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 24,926 shares

   Change vs previous 13F +48 shares

   2.18% of the 13F portfolio, value $2,552,386.

   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 24,878 shares

   Change vs previous 13F -1,085 shares

   2.34% of the 13F portfolio, value $2,611,204.

   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 25,963 shares

   Change vs previous 13F not available

   2.44% of the 13F portfolio, value $2,550,931.

   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).