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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: IWM position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 7,067 IWM 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 7,067 shares
    Change vs previous 13F -54 shares

    0.13% of the 13F portfolio, value $1,963,849.

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

  2. period ended2026-06-30
    13F 7,121 shares
    Change vs previous 13F -384 shares

    0.15% of the 13F portfolio, value $2,139,504.

    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 7,505 shares
    Change vs previous 13F +72 shares

    0.15% of the 13F portfolio, value $1,861,240.

    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 7,433 shares
    Change vs previous 13F -680 shares

    0.14% of the 13F portfolio, value $1,829,707.

    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 8,113 shares
    Change vs previous 13F +562 shares

    0.16% of the 13F portfolio, value $1,963,021.

    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 7,551 shares
    Change vs previous 13F -234 shares

    0.15% of the 13F portfolio, value $1,629,430.

    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 7,785 shares
    Change vs previous 13F +19 shares

    0.15% of the 13F portfolio, value $1,553,030.

    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 7,766 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,715,975.

    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).