Position in PHUN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$61
-$3 QoQ
Shares Held
35
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHUN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026HARBOUR INVESTMENTS, INC. holds $14,008,320 across 69 Software - Application names. PHUN ranks #66 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
28,321 | $2,037,129 | |
| 2 | ADBE |
Adobe Inc.
|
7,741 | $1,881,682 | |
| 3 | CRM |
Salesforce, Inc.
|
8,418 | $1,571,388 | |
| 4 | SHOP |
Shopify Inc.
|
11,218 | $1,330,679 | |
| 5 | INTU |
Intuit Inc.
|
2,563 | $1,108,189 | |
| 6 | ADP |
Automatic Data Processing Inc
|
4,105 | $834,053 | |
| 7 | PAYX |
Paychex Inc
|
8,538 | $786,520 | |
| 8 | SNOW |
Snowflake Inc.
|
4,709 | $710,211 |
All Filings in PHUN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61 | 35 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $64 | 35 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $96 | 35 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $110 | 35 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $103 | 35 | Shares | Sole | 2025-05-08 | |
| 2024-06-30 | $21 | 4 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $35 | 4 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||