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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: IWB position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 13,735 IWB 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 13,735 shares
    Change vs previous 13F -290 shares

    0.39% of the 13F portfolio, value $5,715,546.

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

  2. period ended2026-06-30
    13F 14,025 shares
    Change vs previous 13F +981 shares

    0.4% of the 13F portfolio, value $5,743,238.

    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 13,044 shares
    Change vs previous 13F -97 shares

    0.37% of the 13F portfolio, value $4,650,969.

    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 13,141 shares
    Change vs previous 13F -1 shares

    0.37% of the 13F portfolio, value $4,907,375.

    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 13,142 shares
    Change vs previous 13F +71 shares

    0.4% of the 13F portfolio, value $4,803,138.

    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 13,071 shares
    Change vs previous 13F -361 shares

    0.4% of the 13F portfolio, value $4,438,519.

    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 13,432 shares
    Change vs previous 13F -112 shares

    0.4% of the 13F portfolio, value $4,120,132.

    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 13,544 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,363,335.

    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).