Harbour Wealth Management Group, Inc.: CII position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Harbour Wealth Management Group, Inc. on CII, newest first. How the timeline and the estimate are built.
Harbour Wealth Management Group, Inc. held 11,303 CII shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 11,303 sharesChange vs previous 13F +221 shares
0.2% of the 13F portfolio, value $295,573.
13F-HR 0001951757-26-001159 filed by Harbour Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,082 sharesChange vs previous 13F +823 shares
0.18% of the 13F portfolio, value $232,944.
13F-HR 0001951757-26-000636 filed by Harbour Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,259 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $239,753.
13F-HR 0001951757-26-000481 filed by Harbour Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).