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HARBOUR INVESTMENTS, INC.: SCHB position timeline

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

HARBOUR INVESTMENTS, INC. held 1,163,565 SCHB 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 1,163,565 shares
    Change vs previous 13F +45,188 shares

    0.45% of the 13F portfolio, value $33,696,853.

    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 1,118,377 shares
    Change vs previous 13F +90,205 shares

    0.43% of the 13F portfolio, value $28,071,275.

    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 1,028,172 shares
    Change vs previous 13F +28,701 shares

    0.55% of the 13F portfolio, value $26,968,957.

    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 999,471 shares
    Change vs previous 13F +77,292 shares

    0.58% of the 13F portfolio, value $25,696,393.

    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 922,179 shares
    Change vs previous 13F +30,182 shares

    0.56% of the 13F portfolio, value $21,975,518.

    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 891,997 shares
    Change vs previous 13F +6,063 shares

    0.55% of the 13F portfolio, value $19,204,703.

    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 885,934 shares
    Change vs previous 13F +605,898 shares

    0.58% of the 13F portfolio, value $20,110,691.

    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 280,036 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $18,627,963.

    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).