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HARBOUR INVESTMENTS, INC.: IVW position timeline

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

HARBOUR INVESTMENTS, INC. held 527,487 IVW 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 527,487 shares
    Change vs previous 13F -5,326 shares

    0.98% of the 13F portfolio, value $72,545,278.

    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 532,813 shares
    Change vs previous 13F +439,239 shares

    0.93% of the 13F portfolio, value $60,266,500.

    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 93,574 shares
    Change vs previous 13F +2,841 shares

    0.23% of the 13F portfolio, value $11,533,900.

    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 90,733 shares
    Change vs previous 13F -1,851 shares

    0.25% of the 13F portfolio, value $10,953,297.

    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 92,584 shares
    Change vs previous 13F -10,848 shares

    0.26% of the 13F portfolio, value $10,193,444.

    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 103,432 shares
    Change vs previous 13F -15,198 shares

    0.27% of the 13F portfolio, value $9,601,619.

    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 118,630 shares
    Change vs previous 13F -1,807 shares

    0.35% of the 13F portfolio, value $12,044,466.

    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 120,437 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $11,531,869.

    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).