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HARBOUR INVESTMENTS, INC.: IYW position timeline

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

HARBOUR INVESTMENTS, INC. held 36,919 IYW 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 36,919 shares
    Change vs previous 13F +2,290 shares

    0.13% of the 13F portfolio, value $9,312,061.

    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 34,629 shares
    Change vs previous 13F +4,615 shares

    0.1% of the 13F portfolio, value $6,282,513.

    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 30,014 shares
    Change vs previous 13F -1,709 shares

    0.12% of the 13F portfolio, value $5,993,288.

    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 31,723 shares
    Change vs previous 13F +2,757 shares

    0.14% of the 13F portfolio, value $6,213,220.

    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 28,966 shares
    Change vs previous 13F +1,353 shares

    0.13% of the 13F portfolio, value $5,019,024.

    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 27,613 shares
    Change vs previous 13F +2,443 shares

    0.11% of the 13F portfolio, value $3,877,943.

    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 25,170 shares
    Change vs previous 13F +1,478 shares

    0.12% of the 13F portfolio, value $4,015,144.

    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 23,692 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,592,238.

    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).