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HARBOR INVESTMENT ADVISORY, LLC: IBDS position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 136,148 IBDS 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 136,148 shares
    Change vs previous 13F +7,026 shares

    0.22% of the 13F portfolio, value $3,283,890.

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

  2. period ended2026-06-30
    13F 129,122 shares
    Change vs previous 13F +7,294 shares

    0.22% of the 13F portfolio, value $3,127,335.

    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 121,828 shares
    Change vs previous 13F +18,402 shares

    0.23% of the 13F portfolio, value $2,953,111.

    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 103,426 shares
    Change vs previous 13F +14,333 shares

    0.19% of the 13F portfolio, value $2,511,183.

    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 89,093 shares
    Change vs previous 13F +12,309 shares

    0.18% of the 13F portfolio, value $2,168,524.

    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 76,784 shares
    Change vs previous 13F +32,976 shares

    0.17% of the 13F portfolio, value $1,863,548.

    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 43,808 shares
    Change vs previous 13F +3,258 shares

    0.1% of the 13F portfolio, value $1,059,277.

    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 40,550 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $971,578.

    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).