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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: IWD position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 26,302 IWD 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 26,302 shares
    Change vs previous 13F +59 shares

    0.44% of the 13F portfolio, value $6,521,151.

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

  2. period ended2026-06-30
    13F 26,243 shares
    Change vs previous 13F +5,718 shares

    0.44% of the 13F portfolio, value $6,361,987.

    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 20,525 shares
    Change vs previous 13F +871 shares

    0.35% of the 13F portfolio, value $4,385,481.

    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 19,654 shares
    Change vs previous 13F +130 shares

    0.31% of the 13F portfolio, value $4,134,091.

    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 19,524 shares
    Change vs previous 13F -62 shares

    0.33% of the 13F portfolio, value $3,974,846.

    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 19,586 shares
    Change vs previous 13F +38 shares

    0.34% of the 13F portfolio, value $3,804,160.

    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 19,548 shares
    Change vs previous 13F +63 shares

    0.36% of the 13F portfolio, value $3,678,214.

    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 19,485 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,607,296.

    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).