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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: IVV position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 24,743 IVV 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 24,743 shares
    Change vs previous 13F -70 shares

    1.29% of the 13F portfolio, value $18,949,386.

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

  2. period ended2026-06-30
    13F 24,813 shares
    Change vs previous 13F +112 shares

    1.3% of the 13F portfolio, value $18,582,233.

    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 24,701 shares
    Change vs previous 13F +198 shares

    1.27% of the 13F portfolio, value $16,134,866.

    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 24,503 shares
    Change vs previous 13F +6,610 shares

    1.26% of the 13F portfolio, value $16,782,890.

    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 17,893 shares
    Change vs previous 13F -582 shares

    0.99% of the 13F portfolio, value $11,975,787.

    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 18,475 shares
    Change vs previous 13F -371 shares

    1.02% of the 13F portfolio, value $11,470,897.

    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 18,846 shares
    Change vs previous 13F -1,083 shares

    1.03% of the 13F portfolio, value $10,589,683.

    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 19,929 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $11,732,064.

    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).