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HARBOUR INVESTMENTS, INC.: CGUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HARBOUR INVESTMENTS, INC. on CGUS, newest first. How the timeline and the estimate are built.

HARBOUR INVESTMENTS, INC. held 480,619 CGUS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 480,619 shares
    Change vs previous 13F +21,709 shares

    0.29% of the 13F portfolio, value $21,377,944.

    13F-HR 0000810121-26-000005 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 458,910 shares
    Change vs previous 13F -46,329 shares

    0.27% of the 13F portfolio, value $17,631,324.

    13F-HR 0000810121-26-000004 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 505,239 shares
    Change vs previous 13F +46,912 shares

    0.41% of the 13F portfolio, value $20,325,768.

    13F-HR 0000810121-26-000002 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 458,327 shares
    Change vs previous 13F +46,116 shares

    0.41% of the 13F portfolio, value $18,122,269.

    13F-HR 0000810121-25-000005 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 412,211 shares
    Change vs previous 13F +1,969 shares

    0.39% of the 13F portfolio, value $15,222,940.

    13F-HR 0000810121-25-000004 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 410,242 shares
    Change vs previous 13F -24,466 shares

    0.39% of the 13F portfolio, value $13,702,079.

    13F-HR 0000810121-25-000002 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 434,708 shares
    Change vs previous 13F +47,004 shares

    0.44% of the 13F portfolio, value $15,201,747.

    13F-HR 0000810121-25-000001 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 387,704 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $13,290,501.

    13F-HR 0000810121-24-000004 filed by HARBOUR INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).