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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: IBDT position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 134,574 IBDT 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 134,574 shares
    Change vs previous 13F +12,152 shares

    0.23% of the 13F portfolio, value $3,358,967.

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

  2. period ended2026-06-30
    13F 122,422 shares
    Change vs previous 13F +7,789 shares

    0.22% of the 13F portfolio, value $3,091,156.

    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 114,633 shares
    Change vs previous 13F +11,193 shares

    0.23% of the 13F portfolio, value $2,903,654.

    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 103,440 shares
    Change vs previous 13F +12,897 shares

    0.2% of the 13F portfolio, value $2,633,065.

    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 90,543 shares
    Change vs previous 13F +11,378 shares

    0.19% of the 13F portfolio, value $2,310,657.

    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 79,165 shares
    Change vs previous 13F +37,345 shares

    0.18% of the 13F portfolio, value $2,012,374.

    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 41,820 shares
    Change vs previous 13F +20,211 shares

    0.1% of the 13F portfolio, value $1,056,373.

    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 21,609 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $538,064.

    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).