Skip to content
Disclosery

HARBOR INVESTMENT ADVISORY, LLC: ARES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HARBOR INVESTMENT ADVISORY, LLC on ARES, newest first. How the timeline and the estimate are built.

HARBOR INVESTMENT ADVISORY, LLC held 292 ARES shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 292 shares
    Change vs previous 13F -1,749 shares

    <0.01% of the 13F portfolio, value $33,922.

    13F-HR 0001468792-26-000011 filed by HARBOR INVESTMENT ADVISORY, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,041 shares
    Change vs previous 13F -312 shares

    0.02% of the 13F portfolio, value $227,184.

    13F-HR 0001468792-26-000006 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,353 shares
    Change vs previous 13F -2,795 shares

    0.02% of the 13F portfolio, value $256,712.

    13F-HR 0001468792-26-000005 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 5,148 shares
    Change vs previous 13F +132 shares

    0.06% of the 13F portfolio, value $832,071.

    13F-HR 0001468792-26-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 5,016 shares
    Change vs previous 13F +2,860 shares

    0.07% of the 13F portfolio, value $802,008.

    13F-HR 0001468792-25-000006 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 2,156 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $373,419.

    13F-HR 0001468792-25-000005 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 2,154 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $315,798.

    13F-HR 0001468792-25-000004 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 2,147 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $380,083.

    13F-HR 0001468792-25-000001 filed by HARBOR INVESTMENT ADVISORY, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).