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Disclosery

HARMONY ASSET MANAGEMENT LLC: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HARMONY ASSET MANAGEMENT LLC on IBB, newest first. How the timeline and the estimate are built.

HARMONY ASSET MANAGEMENT LLC held 6,350 IBB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,350 shares
    Change vs previous 13F +931 shares

    0.32% of the 13F portfolio, value $1,207,701.

    13F-HR 0001104659-26-084977 filed by HARMONY ASSET MANAGEMENT LLC
    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 5,419 shares
    Change vs previous 13F -83 shares

    0.28% of the 13F portfolio, value $914,971.

    13F-HR 0001104659-26-055537 filed by HARMONY ASSET MANAGEMENT LLC
    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 5,502 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $928,590.

    13F-HR 0001104659-26-011362 filed by HARMONY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).