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HARBOUR INVESTMENTS, INC.: SOFI position timeline

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

HARBOUR INVESTMENTS, INC. held 89,787 SOFI 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 89,787 shares
    Change vs previous 13F +6,621 shares

    0.02% of the 13F portfolio, value $1,609,881.

    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 83,166 shares
    Change vs previous 13F +13,078 shares

    0.02% of the 13F portfolio, value $1,320,681.

    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 70,088 shares
    Change vs previous 13F +1,374 shares

    0.04% of the 13F portfolio, value $1,834,904.

    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 68,714 shares
    Change vs previous 13F -182 shares

    0.04% of the 13F portfolio, value $1,815,424.

    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 68,896 shares
    Change vs previous 13F -1,684 shares

    0.03% of the 13F portfolio, value $1,254,679.

    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 70,580 shares
    Change vs previous 13F +2,463 shares

    0.02% of the 13F portfolio, value $820,845.

    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 68,117 shares
    Change vs previous 13F +6,018 shares

    0.03% of the 13F portfolio, value $1,049,002.

    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 62,099 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $488,104.

    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).