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HARBOUR INVESTMENTS, INC.: SDVY position timeline

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

HARBOUR INVESTMENTS, INC. held 4,017,829 SDVY 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 4,017,829 shares
    Change vs previous 13F +187,438 shares

    2.33% of the 13F portfolio, value $173,329,125.

    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 3,830,391 shares
    Change vs previous 13F +1,114,597 shares

    2.33% of the 13F portfolio, value $151,032,347.

    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 2,715,794 shares
    Change vs previous 13F -204,875 shares

    2.11% of the 13F portfolio, value $104,069,233.

    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 2,920,669 shares
    Change vs previous 13F +85,027 shares

    2.52% of the 13F portfolio, value $111,042,374.

    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 2,835,642 shares
    Change vs previous 13F +2,340,638 shares

    2.53% of the 13F portfolio, value $100,041,459.

    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 495,004 shares
    Change vs previous 13F -106,106 shares

    0.47% of the 13F portfolio, value $16,582,634.

    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 601,110 shares
    Change vs previous 13F +102,004 shares

    0.62% of the 13F portfolio, value $21,549,799.

    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 499,106 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $18,157,481.

    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).