Skip to content
Disclosery

HARBOR INVESTMENT ADVISORY, LLC: IBDW position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 56,810 IBDW 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 56,810 shares
    Change vs previous 13F +30,570 shares

    0.08% of the 13F portfolio, value $1,139,609.

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

  2. period ended2026-06-30
    13F 26,240 shares
    Change vs previous 13F +20,259 shares

    0.04% of the 13F portfolio, value $546,842.

    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 5,981 shares
    Change vs previous 13F +2,916 shares

    0.01% of the 13F portfolio, value $125,182.

    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 3,065 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $64,825.

    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 3,065 shares
    Change vs previous 13F +565 shares

    0.01% of the 13F portfolio, value $65,039.

    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 2,500 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $52,600.

    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 2,500 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $51,875.

    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 2,500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $50,875.

    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).