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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: IWX position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 47,158 IWX 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 47,158 shares
    Change vs previous 13F -3,254 shares

    0.35% of the 13F portfolio, value $5,165,180.

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

  2. period ended2026-06-30
    13F 50,412 shares
    Change vs previous 13F +76 shares

    0.37% of the 13F portfolio, value $5,301,354.

    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 50,336 shares
    Change vs previous 13F +53 shares

    0.37% of the 13F portfolio, value $4,664,623.

    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 50,283 shares
    Change vs previous 13F -163 shares

    0.35% of the 13F portfolio, value $4,619,033.

    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 50,446 shares
    Change vs previous 13F +266 shares

    0.37% of the 13F portfolio, value $4,433,186.

    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 50,180 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $4,224,688.

    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 50,180 shares
    Change vs previous 13F +1 shares

    0.4% of the 13F portfolio, value $4,123,781.

    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 50,179 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,965,683.

    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).