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
- period ended2026-09-3013F 17,384 sharesChange 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 - period ended2026-06-3013F 18,223 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,130 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,495 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,184 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,341 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,804 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,274 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).