HARBOUR INVESTMENTS, INC. BAMA NORTHERN LTS FD TR IV

Ownership history in HARBOUR INVESTMENTS, INC.  ·  4 quarters on record

AI Ownership Summary

HARBOUR INVESTMENTS, INC. reported NORTHERN LTS FD TR IV (BAMA) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows BAMA 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 BAMA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOUR INVESTMENTS, INC.'s position in NORTHERN LTS FD TR IV, 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

BAMA 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.

How HARBOUR INVESTMENTS, INC. held BAMA — position size vs. price
% of Fund (quarterly)    BAMA 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 ADDED 2,327 +1,902 +447.5% 0.00% $77K 2026-05-15 $36.06
2025 Q4 UNCHANGED 425 0% 0.00% $14K 2026-02-09 $34.62
2025 Q3 REDUCED 19.4% +2.5% 425 -102 -19.4% 0.00% $14K 2025-11-12 $33.79
2025 Q2 INITIATED 527 0.00% $17K 2025-07-28 $31.94

FAQ About HARBOUR INVESTMENTS, INC. and BAMA

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

How long has HARBOUR INVESTMENTS, INC. reported owning BAMA?

HARBOUR INVESTMENTS, INC. reported BAMA across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported BAMA position in HARBOUR INVESTMENTS, INC.'s portfolio?

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

What is the latest reported BAMA position on this page?

The most recent filing on this page is 2026 Q1, when HARBOUR INVESTMENTS, INC. reported 2,327 shares, equal to 0.00% of portfolio, with an estimated market value of $77K.

What does the chart on this BAMA ownership page compare?

The chart compares HARBOUR INVESTMENTS, INC.'s quarterly BAMA 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.

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