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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: IJR position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 36,162 IJR 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 36,162 shares
    Change vs previous 13F -30 shares

    0.34% of the 13F portfolio, value $4,919,537.

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

  2. period ended2026-06-30
    13F 36,192 shares
    Change vs previous 13F +1,277 shares

    0.38% of the 13F portfolio, value $5,367,603.

    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 34,915 shares
    Change vs previous 13F +4,727 shares

    0.34% of the 13F portfolio, value $4,340,261.

    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 30,188 shares
    Change vs previous 13F +4,134 shares

    0.27% of the 13F portfolio, value $3,628,025.

    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 26,054 shares
    Change vs previous 13F +5,012 shares

    0.26% of the 13F portfolio, value $3,096,039.

    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 21,042 shares
    Change vs previous 13F -5,593 shares

    0.2% of the 13F portfolio, value $2,299,727.

    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 26,635 shares
    Change vs previous 13F -13,914 shares

    0.27% of the 13F portfolio, value $2,785,182.

    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 40,549 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,672,074.

    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).