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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: IWF position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 58,169 IWF 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 58,169 shares
    Change vs previous 13F -284 shares

    0.5% of the 13F portfolio, value $7,286,266.

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

  2. period ended2026-06-30
    13F 58,453 shares
    Change vs previous 13F +43,992 shares

    0.51% of the 13F portfolio, value $7,258,063.

    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 14,461 shares
    Change vs previous 13F +109 shares

    0.49% of the 13F portfolio, value $6,166,256.

    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 14,352 shares
    Change vs previous 13F +1,103 shares

    0.51% of the 13F portfolio, value $6,792,698.

    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 13,249 shares
    Change vs previous 13F +9 shares

    0.51% of the 13F portfolio, value $6,205,870.

    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 13,240 shares
    Change vs previous 13F +8 shares

    0.5% of the 13F portfolio, value $5,621,620.

    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 13,232 shares
    Change vs previous 13F -2 shares

    0.46% of the 13F portfolio, value $4,777,864.

    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 13,234 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $5,314,657.

    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).