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Disclosery

HARBOR INVESTMENT ADVISORY, LLC: XLU position timeline

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

HARBOR INVESTMENT ADVISORY, LLC held 34,734 XLU 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 34,734 shares
    Change vs previous 13F -498 shares

    0.09% of the 13F portfolio, value $1,369,902.

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

  2. period ended2026-06-30
    13F 35,232 shares
    Change vs previous 13F -28 shares

    0.11% of the 13F portfolio, value $1,597,418.

    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 35,260 shares
    Change vs previous 13F -327 shares

    0.13% of the 13F portfolio, value $1,618,100.

    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 35,587 shares
    Change vs previous 13F +19,086 shares

    0.11% of the 13F portfolio, value $1,519,195.

    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 16,501 shares
    Change vs previous 13F -21 shares

    0.12% of the 13F portfolio, value $1,439,089.

    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 16,522 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $1,349,156.

    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 16,521 shares
    Change vs previous 13F -49 shares

    0.13% of the 13F portfolio, value $1,302,665.

    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 16,570 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,254,179.

    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).