HARBOUR INVESTMENTS, INC. DIVS GUINNESS ATKINSON FDS

Ownership history in HARBOUR INVESTMENTS, INC.  ·  13 quarters on record

AI Ownership Summary

HARBOUR INVESTMENTS, INC. reported GUINNESS ATKINSON FDS (DIVS) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows DIVS 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DIVS 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 GUINNESS ATKINSON FDS, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2024 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 DIVS — position size vs. price
% of Fund (quarterly)    DIVS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,841 +181 +10.9% 0.00% $56K 2026-05-15 $32.09
2025 Q4 REDUCED 1,660 -62 -3.6% 0.00% $51K 2026-02-09 $32.89
2025 Q3 REDUCED 16.9% +1.4% 1,722 -349 -16.9% 0.00% $54K 2025-11-12 $30.55
2025 Q2 REDUCED 2,071 -75 -3.5% 0.00% $64K 2025-07-28 $30.07
2025 Q1 REDUCED 19.0% +5.9% 2,146 -503 -19.0% 0.00% $63K 2025-05-08 $28.53
2024 Q4 REDUCED 6.6% +3.1% 2,649 -188 -6.6% 0.00% $75K 2025-02-10 $28.24
2024 Q3 REDUCED 20.8% -4.0% 2,837 -744 -20.8% 0.00% $86K 2024-11-04 $28.00
2024 Q2 ADDED 3,581 +204 +6.0% 0.00% $99K 2024-07-26 $26.81
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HARBOUR INVESTMENTS, INC. and DIVS

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 DIVS?

HARBOUR INVESTMENTS, INC. reported DIVS across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

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

The largest reported portfolio weight for DIVS was 0.00% in 2024 Q2.

What is the latest reported DIVS position on this page?

The most recent filing on this page is 2026 Q1, when HARBOUR INVESTMENTS, INC. reported 1,841 shares, equal to 0.00% of portfolio, with an estimated market value of $56K.

What does the chart on this DIVS ownership page compare?

The chart compares HARBOUR INVESTMENTS, INC.'s quarterly DIVS 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 HARBOUR INVESTMENTS, INC. time their DIVS position?

Based on 13F filing dates vs. subsequent DIVS price moves, HARBOUR INVESTMENTS, INC. correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on DIVS relative to SPY over the holding period was -7.0%.

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