HARBOR INVESTMENT ADVISORY, LLC CVIE — CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF

Ownership history in HARBOR INVESTMENT ADVISORY, LLC  ·  4 quarters on record

AI Ownership Summary

HARBOR INVESTMENT ADVISORY, LLC reported CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF (CVIE) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows CVIE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CVIE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR INVESTMENT ADVISORY, LLC's position in CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CVIE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CVIE stock page HARBOR INVESTMENT ADVISORY, LLC fund profile HARBOR INVESTMENT ADVISORY, LLC full holdings
How HARBOR INVESTMENT ADVISORY, LLC held CVIE — position size vs. price
% of Fund (quarterly)    CVIE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 799 — 0% 0.00% $58K 2026-04-23 $77.25
2025 Q4 ADDED — — — 799 +281 +54.2% 0.00% $57K 2026-01-07 $72.46
2025 Q3 ADDED — — — 518 +230 +79.9% 0.00% $35K 2025-10-27 $69.17
2025 Q2 INITIATED — — — 288 — — 0.00% $19K 2025-07-01 $63.25

🏢 Other funds also holding CVIE

As of 2026 Q1 — sorted by position size

Rossby Financial, LCC 5.45% North Berkeley Wealth Management, LLC 3.52% Strategic Financial Planning, Inc. 3Y 1.2% WEALTHGARDEN F.S. LLC 1.08% Financial Insights, Inc. 3Y 7Y 0.76% A&I FINANCIAL SERVICES, LLC 3Y 7Y 0.69% Plum Street Advisors, LLC 0.4% Gateway Wealth Partners, LLC 3Y 0.36% SEEDS INVESTOR LLC 0.35% ST GERMAIN D J CO INC 3Y 7Y 0.3%

FAQ About HARBOR INVESTMENT ADVISORY, LLC and CVIE

These are the practical questions this page is built to answer before you even open the full history table.

How long has HARBOR INVESTMENT ADVISORY, LLC reported owning CVIE?

HARBOR INVESTMENT ADVISORY, LLC reported CVIE across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported CVIE position in HARBOR INVESTMENT ADVISORY, LLC's portfolio?

The largest reported portfolio weight for CVIE was 0.00% in 2026 Q1.

What is the latest reported CVIE position on this page?

The most recent filing on this page is 2026 Q1, when HARBOR INVESTMENT ADVISORY, LLC reported 799 shares, equal to 0.00% of portfolio, with an estimated market value of $58K.

What does the chart on this CVIE ownership page compare?

The chart compares HARBOR INVESTMENT ADVISORY, LLC's quarterly CVIE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HARBOR INVESTMENT ADVISORY, LLC time their CVIE position?

Based on 13F filing dates vs. subsequent CVIE price moves, HARBOR INVESTMENT ADVISORY, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on CVIE relative to SPY over the holding period was +6.9%.

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