Position in AFRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$37,839
+$19,420 QoQ
Shares Held
464
+15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#522
of 654 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026HARBOUR INVESTMENTS, INC. holds $23,210,058 across 23 Credit Services names. AFRM ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
26,037 | $8,933,034 | |
| 2 | MA |
Mastercard Inc
|
10,038 | $5,155,516 | |
| 3 | AXP |
American Express Co
|
9,475 | $3,204,918 | |
| 4 | COF |
Capital One Financial Corp
|
14,344 | $2,877,693 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
89,787 | $1,609,880 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
17,493 | $755,347 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
2,050 | $124,988 | |
| 8 | AGM |
Federal Agricultural Mortgage Corp
|
637 | $124,161 |
All Filings in AFRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,839 | 464 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $18,419 | 402 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,363 | 502 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $25,943 | 355 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,470 | 325 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $13,692 | 303 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $27,100 | 445 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,082 | 345 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $17,068 | 565 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $21,051 | 565 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $20,638 | 420 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $8,933 | 420 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,438 | 420 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,733 | 420 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,061 | 420 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $13,132 | 700 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $12,642 | 700 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $49,274 | 490 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $39,074 | 328 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,714 | 70 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,243 | 60 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||