HARBOUR INVESTMENTS, INC. RVER β€” ADVISOR MANAGED PORTFOLIOS

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

AI Ownership Summary

HARBOUR INVESTMENTS, INC. reported ADVISOR MANAGED PORTFOLIOS (RVER) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows RVER 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 RVER 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 ADVISOR MANAGED PORTFOLIOS, 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 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.

RVER stock page HARBOUR INVESTMENTS, INC. fund profile HARBOUR INVESTMENTS, INC. full holdings
How HARBOUR INVESTMENTS, INC. held RVER β€” position size vs. price
% of Fund (quarterly)    RVER price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 643 β€” 0% 0.00% $22K 2026-08-12 $37.15
2026 Q1 ADDED β€” β€” β€” 643 +500 +349.7% 0.00% $18K 2026-05-15 $31.70
2025 Q4 ADDED β€” β€” β€” 143 +2 +1.4% 0.00% $4K 2026-02-09 $29.39
2025 Q3 UNCHANGED β€” β€” β€” 141 β€” 0% 0.00% $5K 2025-11-12 $31.79
2025 Q2 UNCHANGED β€” β€” β€” 141 β€” 0% 0.00% $4K 2025-07-28 $31.83
2025 Q1 ADDED β€” β€” β€” 141 +16 +12.8% 0.00% $4K 2025-05-08 $26.73
2024 Q4 INITIATED β€” β€” β€” 125 β€” β€” 0.00% $4K 2025-02-10 $30.94

🏒 Other funds also holding RVER

As of 2026 Q2 β€” sorted by position size

Baird Financial Group, Inc. 3Y 7Y 0.0%

FAQ About HARBOUR INVESTMENTS, INC. and RVER

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 RVER?

HARBOUR INVESTMENTS, INC. reported RVER across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

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

The largest reported portfolio weight for RVER was 0.00% in 2026 Q2.

What is the latest reported RVER position on this page?

The most recent filing on this page is 2026 Q2, when HARBOUR INVESTMENTS, INC. reported 643 shares, equal to 0.00% of portfolio, with an estimated market value of $22K.

What does the chart on this RVER ownership page compare?

The chart compares HARBOUR INVESTMENTS, INC.'s quarterly RVER 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 RVER position?

Based on 13F filing dates vs. subsequent RVER price moves, HARBOUR INVESTMENTS, INC. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on RVER relative to SPY over the holding period was +479.0%.

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