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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: SPY position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 13,798 SPY 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 13,798 shares
    Change vs previous 13F +884 shares

    0.72% of the 13F portfolio, value $10,522,769.

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

  2. period ended2026-06-30
    13F 12,914 shares
    Change vs previous 13F +75 shares

    0.67% of the 13F portfolio, value $9,643,788.

    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 12,839 shares
    Change vs previous 13F -1,600 shares

    0.66% of the 13F portfolio, value $8,349,715.

    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 14,439 shares
    Change vs previous 13F +700 shares

    0.74% of the 13F portfolio, value $9,840,795.

    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 13,739 shares
    Change vs previous 13F -635 shares

    0.76% of the 13F portfolio, value $9,147,325.

    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 14,374 shares
    Change vs previous 13F +999 shares

    0.79% of the 13F portfolio, value $8,876,041.

    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 13,375 shares
    Change vs previous 13F +350 shares

    0.73% of the 13F portfolio, value $7,477,324.

    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 13,025 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $7,628,959.

    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).