HARBOUR INVESTMENTS, INC.: PTLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HARBOUR INVESTMENTS, INC. on PTLO, newest first. How the timeline and the estimate are built.
HARBOUR INVESTMENTS, INC. held 374 PTLO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 374 sharesChange vs previous 13F -956 shares
<0.01% of the 13F portfolio, value $1,773.
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 1,330 sharesChange vs previous 13F +203 shares
<0.01% of the 13F portfolio, value $7,036.
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 1,127 sharesChange vs previous 13F +46 shares
<0.01% of the 13F portfolio, value $5,117.
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 1,081 sharesChange vs previous 13F +100 shares
<0.01% of the 13F portfolio, value $6,972.
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 981 sharesChange vs previous 13F -2,400 shares
<0.01% of the 13F portfolio, value $11,448.
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 3,381 sharesChange vs previous 13F +800 shares
<0.01% of the 13F portfolio, value $40,200.
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 2,581 sharesChange vs previous 13F +25 shares
<0.01% of the 13F portfolio, value $24,261.
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 2,556 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $34,429.
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).