HARBOR INVESTMENT ADVISORY, LLC: IWS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HARBOR INVESTMENT ADVISORY, LLC on IWS, newest first. How the timeline and the estimate are built.
HARBOR INVESTMENT ADVISORY, LLC held 24,522 IWS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 24,522 sharesChange vs previous 13F -136 shares
0.27% of the 13F portfolio, value $3,941,666.
13F-HR 0001468792-26-000011 filed by HARBOR INVESTMENT ADVISORY, LLC
Accepted , ingested - period ended2026-06-3013F 24,658 sharesChange vs previous 13F +1,303 shares
0.28% of the 13F portfolio, value $4,058,707.
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 23,355 sharesChange vs previous 13F -401 shares
0.27% of the 13F portfolio, value $3,403,758.
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 23,756 sharesChange vs previous 13F +112 shares
0.25% of the 13F portfolio, value $3,350,784.
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 23,644 sharesChange vs previous 13F 0 shares
0.27% of the 13F portfolio, value $3,302,357.
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 23,644 sharesChange vs previous 13F 0 shares
0.28% of the 13F portfolio, value $3,124,318.
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 23,644 sharesChange vs previous 13F 0 shares
0.29% of the 13F portfolio, value $2,978,435.
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 23,644 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $3,058,115.
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).