Position in IPST
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14
-$19 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 13 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IPST Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HARBOUR INVESTMENTS, INC. holds $15,012,066 across 42 Capital Markets names. IPST ranks #40 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,807 | $7,895,765 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
23,224 | $2,328,902 | |
| 3 | MS |
Morgan Stanley
|
7,199 | $1,504,878 | |
| 4 | SCHW |
Schwab Charles Corp
|
10,488 | $967,727 | |
| 5 | SNEX |
StoneX Group Inc.
|
5,980 | $472,459 | |
| 6 | TW |
Tradeweb Markets Inc.
|
3,288 | $327,682 | |
| 7 | MARA |
MARA Holdings, Inc.
|
14,298 | $198,599 | |
| 8 | PIPR |
Piper Sandler Companies
|
2,432 | $175,930 |
All Filings in IPST
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14 | 6 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $33 | 125 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,017 | 2,500 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,255 | 2,500 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||