HARBOUR INVESTMENTS, INC.
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 810121
MADISON, WI
Position in BTAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$646
-$163 QoQ
Shares Held
58
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 42 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTAL Over Time
Shares Held
Position Value (USD)
All Filings in BTAL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646 | 58 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $809 | 58 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $834 | 58 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,708 | 547 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $572,400 | 32,339 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $687,761 | 33,002 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,071 | 58 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,136 | 58 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,137 | 58 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,162 | 120 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $3,406 | 201 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||