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HARBOUR INVESTMENTS, INC.: UITB position timeline

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

HARBOUR INVESTMENTS, INC. held 81,675 UITB 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 81,675 shares
    Change vs previous 13F -1,432 shares

    0.05% of the 13F portfolio, value $3,825,494.

    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 83,107 shares
    Change vs previous 13F +603 shares

    0.06% of the 13F portfolio, value $3,907,442.

    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 82,504 shares
    Change vs previous 13F -1,467 shares

    0.08% of the 13F portfolio, value $3,906,952.

    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 83,971 shares
    Change vs previous 13F -3,637 shares

    0.09% of the 13F portfolio, value $3,990,302.

    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 87,608 shares
    Change vs previous 13F -2,002 shares

    0.1% of the 13F portfolio, value $4,123,709.

    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 89,610 shares
    Change vs previous 13F +12,329 shares

    0.12% of the 13F portfolio, value $4,206,293.

    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 77,281 shares
    Change vs previous 13F +8,227 shares

    0.1% of the 13F portfolio, value $3,551,835.

    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 69,054 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,309,758.

    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).