HARBOUR INVESTMENTS, INC. DUKZ — NORTHERN LIGHTS FD TR

Ownership history in HARBOUR INVESTMENTS, INC.  ·  7 quarters on record

AI Ownership Summary

HARBOUR INVESTMENTS, INC. reported NORTHERN LIGHTS FD TR (DUKZ) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows DUKZ 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 DUKZ 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 LIGHTS FD TR, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 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.

DUKZ stock page HARBOUR INVESTMENTS, INC. fund profile HARBOUR INVESTMENTS, INC. full holdings
How HARBOUR INVESTMENTS, INC. held DUKZ — position size vs. price
% of Fund (quarterly)    DUKZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 597 — 0% 0.00% $15K 2026-05-15 $25.13
2025 Q4 UNCHANGED — — — 597 — 0% 0.00% $15K 2026-02-09 $25.14
2025 Q3 UNCHANGED — — — 597 — 0% 0.00% $15K 2025-11-12 $24.88
2025 Q2 UNCHANGED — — — 597 — 0% 0.00% $15K 2025-07-28 $24.04
2025 Q1 UNCHANGED — — — 597 — 0% 0.00% $15K 2025-05-08 $23.34
2024 Q4 ADDED — — — 597 +150 +33.6% 0.00% $15K 2025-02-10 $23.86
2024 Q3 INITIATED — — — 447 — — 0.00% $12K 2024-11-04 $23.78

🏢 Other funds also holding DUKZ

As of 2026 Q2 — sorted by position size

Independent Wealth Network Inc. 3Y 0.52% BUILDER INVESTMENT GROUP INC /ADV 3Y 0.2% INDEPENDENT FINANCIAL GROUP, LLC 0.03% Ocean Park Asset Management, LLC 3Y 0.01% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.01% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% PARK AVENUE SECURITIES LLC 3Y 7Y 0.0% Envestnet Portfolio Solutions, Inc. 0.0%

FAQ About HARBOUR INVESTMENTS, INC. and DUKZ

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 DUKZ?

HARBOUR INVESTMENTS, INC. reported DUKZ across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for DUKZ was 0.00% in 2024 Q4.

What is the latest reported DUKZ position on this page?

The most recent filing on this page is 2026 Q1, when HARBOUR INVESTMENTS, INC. reported 597 shares, equal to 0.00% of portfolio, with an estimated market value of $15K.

What does the chart on this DUKZ ownership page compare?

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