Skip to content
Disclosery

HARBOUR INVESTMENTS, INC.: UPST position timeline

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

HARBOUR INVESTMENTS, INC. held 3,345 UPST 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 3,345 shares
    Change vs previous 13F -996 shares

    <0.01% of the 13F portfolio, value $118,513.

    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 4,341 shares
    Change vs previous 13F -5,941 shares

    <0.01% of the 13F portfolio, value $111,347.

    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 10,282 shares
    Change vs previous 13F -566 shares

    0.01% of the 13F portfolio, value $449,632.

    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 10,848 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $551,078.

    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 10,830 shares
    Change vs previous 13F -2,792 shares

    0.02% of the 13F portfolio, value $700,484.

    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 13,622 shares
    Change vs previous 13F -1,357 shares

    0.02% of the 13F portfolio, value $627,021.

    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 14,979 shares
    Change vs previous 13F -93 shares

    0.03% of the 13F portfolio, value $922,257.

    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 15,072 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $603,031.

    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).