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HARBOUR INVESTMENTS, INC.: LMBS position timeline

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

HARBOUR INVESTMENTS, INC. held 718,902 LMBS 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 718,902 shares
    Change vs previous 13F -11,718 shares

    0.48% of the 13F portfolio, value $35,786,936.

    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 730,620 shares
    Change vs previous 13F +201,717 shares

    0.56% of the 13F portfolio, value $36,392,216.

    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 528,903 shares
    Change vs previous 13F +45,303 shares

    0.54% of the 13F portfolio, value $26,439,841.

    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 483,600 shares
    Change vs previous 13F +13,995 shares

    0.55% of the 13F portfolio, value $24,078,441.

    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 469,605 shares
    Change vs previous 13F +14,432 shares

    0.59% of the 13F portfolio, value $23,132,737.

    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 455,173 shares
    Change vs previous 13F +123,651 shares

    0.64% of the 13F portfolio, value $22,376,301.

    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 331,522 shares
    Change vs previous 13F +13,475 shares

    0.46% of the 13F portfolio, value $16,135,183.

    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 318,047 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $15,714,724.

    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).