Position in LX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$218
-$109 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 96 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LX Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026HARBOUR INVESTMENTS, INC. holds $20,961,441 across 23 Credit Services names. LX ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
25,980 | $7,852,195 | |
| 2 | MA |
Mastercard Inc
|
10,020 | $5,006,593 | |
| 3 | AXP |
American Express Co
|
9,614 | $2,908,042 | |
| 4 | COF |
Capital One Financial Corp
|
13,675 | $2,494,730 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
83,166 | $1,320,676 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
18,065 | $817,079 | |
| 7 | SYF |
Synchrony Financial
|
1,695 | $115,293 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
4,341 | $111,346 |
All Filings in LX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218 | 100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $327 | 100 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $533 | 100 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $721 | 100 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,009 | 100 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $580 | 100 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||