HARBOUR INVESTMENTS, INC. IPDP β€” LISTED FD TR

Ownership history in HARBOUR INVESTMENTS, INC.  Β·  12 quarters on record

AI Ownership Summary

HARBOUR INVESTMENTS, INC. reported LISTED FD TR (IPDP) in 12 quarterly 13F filings from 2024 Q2 through 2025 Q2. The latest visible filing shows IPDP 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 IPDP 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 LISTED 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
2025 Q2

IPDP 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 2025 Q2

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 IPDP β€” position size vs. price
% of Fund (quarterly)    IPDP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED β€” β€” β€” 1,225 β€” 0% 0.00% $25K 2025-07-28 $20.47
2025 Q1 UNCHANGED β€” β€” β€” 1,225 β€” 0% 0.00% $24K 2025-05-08 β€”
2024 Q4 UNCHANGED β€” β€” β€” 1,225 β€” 0% 0.00% $24K 2025-02-10 β€”
2024 Q3 UNCHANGED β€” β€” β€” 1,225 β€” 0% 0.00% $24K 2024-11-04 β€”
2024 Q2 REDUCED β€” β€” β€” 1,225 -150 -10.9% 0.00% $22K 2024-07-26 β€”
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IPDP

As of 2025 Q2 β€” sorted by position size

Clarus Group, Inc. 3Y 0.11% Allworth Financial LP 3Y 7Y 0.1% FMR LLC 3Y 7Y 0.0%

FAQ About HARBOUR INVESTMENTS, INC. and IPDP

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 IPDP?

HARBOUR INVESTMENTS, INC. reported IPDP across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q2.

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

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

What is the latest reported IPDP position on this page?

The most recent filing on this page is 2025 Q2, when HARBOUR INVESTMENTS, INC. reported 1,225 shares, equal to 0.00% of portfolio, with an estimated market value of $25K.

What does the chart on this IPDP ownership page compare?

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