Skip to content
Disclosery

HARBOR INVESTMENT ADVISORY, LLC: IWY position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 28,544 IWY 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 28,544 shares
    Change vs previous 13F -848 shares

    0.57% of the 13F portfolio, value $8,417,829.

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

  2. period ended2026-06-30
    13F 29,392 shares
    Change vs previous 13F +1 shares

    0.6% of the 13F portfolio, value $8,541,807.

    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 29,391 shares
    Change vs previous 13F +150 shares

    0.58% of the 13F portfolio, value $7,313,560.

    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 29,241 shares
    Change vs previous 13F -1,620 shares

    0.61% of the 13F portfolio, value $8,097,882.

    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 30,861 shares
    Change vs previous 13F -993 shares

    0.7% of the 13F portfolio, value $8,444,977.

    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 31,854 shares
    Change vs previous 13F +4,852 shares

    0.7% of the 13F portfolio, value $7,852,439.

    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 27,002 shares
    Change vs previous 13F +1,528 shares

    0.55% of the 13F portfolio, value $5,695,883.

    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 25,474 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $5,993,342.

    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).