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HARBOUR INVESTMENTS, INC.: XLP position timeline

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

HARBOUR INVESTMENTS, INC. held 25,982 XLP 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 25,982 shares
    Change vs previous 13F -16,578 shares

    0.03% of the 13F portfolio, value $2,158,291.

    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 42,560 shares
    Change vs previous 13F +24,914 shares

    0.05% of the 13F portfolio, value $3,489,078.

    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 17,646 shares
    Change vs previous 13F -1,578 shares

    0.03% of the 13F portfolio, value $1,370,705.

    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 19,224 shares
    Change vs previous 13F -619 shares

    0.03% of the 13F portfolio, value $1,506,594.

    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 19,843 shares
    Change vs previous 13F +57 shares

    0.04% of the 13F portfolio, value $1,606,700.

    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 19,786 shares
    Change vs previous 13F -7,114 shares

    0.05% of the 13F portfolio, value $1,615,948.

    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 26,900 shares
    Change vs previous 13F -5,298 shares

    0.06% of the 13F portfolio, value $2,114,628.

    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 32,198 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,672,473.

    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).