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HARBOUR INVESTMENTS, INC.: XLV position timeline

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

HARBOUR INVESTMENTS, INC. held 47,406 XLV 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 47,406 shares
    Change vs previous 13F +6,099 shares

    0.1% of the 13F portfolio, value $7,521,409.

    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 41,307 shares
    Change vs previous 13F +12,872 shares

    0.09% of the 13F portfolio, value $6,056,021.

    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 28,435 shares
    Change vs previous 13F +4,455 shares

    0.09% of the 13F portfolio, value $4,401,721.

    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 23,980 shares
    Change vs previous 13F -14,799 shares

    0.08% of the 13F portfolio, value $3,337,235.

    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 38,779 shares
    Change vs previous 13F -5,267 shares

    0.13% of the 13F portfolio, value $5,226,959.

    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 44,046 shares
    Change vs previous 13F +3,882 shares

    0.18% of the 13F portfolio, value $6,431,141.

    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 40,164 shares
    Change vs previous 13F -3,102 shares

    0.16% of the 13F portfolio, value $5,525,313.

    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 43,266 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,663,815.

    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).