HARBOUR INVESTMENTS, INC.
CIK
0000810121
City
MADISON
State / Country
WI
Holdings in CPZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $32,821 | 2,245 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $48,076 | 2,975 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $53,802 | 3,315 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $50,025 | 3,215 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $52,720 | 3,555 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $55,770 | 3,555 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $54,213 | 3,555 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $54,853 | 3,555 | Shares | Sole | 2024-07-22 |
| 2023-12-31 | $51,369 | 3,555 | Shares | Sole | 2024-02-16 |
| 2023-09-30 | $52,578 | 3,555 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $71,626 | 4,630 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $71,533 | 4,630 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $70,329 | 4,630 | Shares | Sole | 2023-02-16 |
| 2022-09-30 | $81,926 | 5,480 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $90,420 | 5,480 | Shares | Sole | 2022-08-15 |
| 2021-12-31 | $93,796 | 4,815 | Shares | Sole | 2022-02-16 |
| 2021-09-30 | $80,687 | 3,965 | Shares | Sole | 2021-11-15 |