Position in IIIV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$85,440
-$4,000 QoQ
Shares Held
4,000
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#97
of 133 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IIIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Harbor Asset Planning, Inc. holds $903,427 across 5 Software - Infrastructure names. IIIV ranks #3 (9.5% of the industry book) .
All Filings in IIIV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,440 | 4,000 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $89,440 | 4,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $100,760 | 4,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $129,840 | 4,000 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $109,920 | 4,000 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||