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HARBOUR INVESTMENTS, INC.: UBS position timeline

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

HARBOUR INVESTMENTS, INC. held 5,704 UBS 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 5,704 shares
    Change vs previous 13F +118 shares

    <0.01% of the 13F portfolio, value $282,714.

    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 5,586 shares
    Change vs previous 13F +369 shares

    <0.01% of the 13F portfolio, value $218,242.

    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 5,217 shares
    Change vs previous 13F +2,699 shares

    <0.01% of the 13F portfolio, value $241,599.

    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 2,518 shares
    Change vs previous 13F +413 shares

    <0.01% of the 13F portfolio, value $103,238.

    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 2,105 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $71,191.

    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 2,105 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $64,476.

    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 2,105 shares
    Change vs previous 13F -426 shares

    <0.01% of the 13F portfolio, value $63,824.

    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 2,531 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $78,233.

    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).