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HARBOUR INVESTMENTS, INC.: XLE position timeline

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

HARBOUR INVESTMENTS, INC. held 131,395 XLE 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 131,395 shares
    Change vs previous 13F -33,811 shares

    0.09% of the 13F portfolio, value $6,978,400.

    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 165,206 shares
    Change vs previous 13F +63,136 shares

    0.16% of the 13F portfolio, value $10,120,529.

    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 102,070 shares
    Change vs previous 13F +43,980 shares

    0.09% of the 13F portfolio, value $4,563,561.

    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 58,090 shares
    Change vs previous 13F +4,160 shares

    0.12% of the 13F portfolio, value $5,189,760.

    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 53,930 shares
    Change vs previous 13F +1,634 shares

    0.12% of the 13F portfolio, value $4,573,795.

    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 52,296 shares
    Change vs previous 13F -4,289 shares

    0.14% of the 13F portfolio, value $4,887,024.

    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 56,585 shares
    Change vs previous 13F +5,782 shares

    0.14% of the 13F portfolio, value $4,847,028.

    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 50,803 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,460,471.

    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).