HARBOUR INVESTMENTS, INC.: EPI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HARBOUR INVESTMENTS, INC. on EPI, newest first. How the timeline and the estimate are built.
HARBOUR INVESTMENTS, INC. held 8,112 EPI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 8,112 sharesChange vs previous 13F +459 shares
<0.01% of the 13F portfolio, value $347,037.
13F-HR 0000810121-26-000005 filed by HARBOUR INVESTMENTS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,653 sharesChange vs previous 13F +1,584 shares
<0.01% of the 13F portfolio, value $312,248.
13F-HR 0000810121-26-000004 filed by HARBOUR INVESTMENTS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,069 sharesChange vs previous 13F +1,356 shares
0.01% of the 13F portfolio, value $280,940.
13F-HR 0000810121-26-000002 filed by HARBOUR INVESTMENTS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,713 sharesChange vs previous 13F +804 shares
<0.01% of the 13F portfolio, value $208,320.
13F-HR 0000810121-25-000005 filed by HARBOUR INVESTMENTS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,909 sharesChange vs previous 13F +367 shares
<0.01% of the 13F portfolio, value $185,566.
13F-HR 0000810121-25-000004 filed by HARBOUR INVESTMENTS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,542 sharesChange vs previous 13F +2,648 shares
<0.01% of the 13F portfolio, value $154,827.
13F-HR 0000810121-25-000002 filed by HARBOUR INVESTMENTS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 894 sharesChange vs previous 13F -496 shares
<0.01% of the 13F portfolio, value $40,477.
13F-HR 0000810121-25-000001 filed by HARBOUR INVESTMENTS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,390 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $70,139.
13F-HR 0000810121-24-000004 filed by HARBOUR INVESTMENTS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).