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HARBOR INVESTMENT ADVISORY, LLC: IWO position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 17,384 IWO 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 17,384 shares
    Change vs previous 13F -839 shares

    0.42% of the 13F portfolio, value $6,204,328.

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

  2. period ended2026-06-30
    13F 18,223 shares
    Change vs previous 13F +93 shares

    0.5% of the 13F portfolio, value $7,179,303.

    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 18,130 shares
    Change vs previous 13F -365 shares

    0.45% of the 13F portfolio, value $5,689,290.

    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 18,495 shares
    Change vs previous 13F -689 shares

    0.45% of the 13F portfolio, value $5,973,997.

    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 19,184 shares
    Change vs previous 13F -157 shares

    0.51% of the 13F portfolio, value $6,139,583.

    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 19,341 shares
    Change vs previous 13F -463 shares

    0.49% of the 13F portfolio, value $5,528,874.

    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 19,804 shares
    Change vs previous 13F +530 shares

    0.49% of the 13F portfolio, value $5,060,404.

    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 19,274 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $5,547,455.

    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).