Position in WK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$24,691
-$5,660 QoQ
Shares Held
509
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#238
of 301 holders
Holding Since
Jun 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HARBOUR INVESTMENTS, INC. holds $14,652,199 across 79 Software - Application names. WK ranks #28 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
29,558 | $2,132,905 | |
| 2 | ADBE |
Adobe Inc.
|
8,043 | $1,648,975 | |
| 3 | CRM |
Salesforce, Inc.
|
8,526 | $1,335,683 | |
| 4 | SHOP |
Shopify Inc.
|
10,780 | $1,230,860 | |
| 5 | INTU |
Intuit Inc.
|
4,165 | $1,087,065 | |
| 6 | ADP |
Automatic Data Processing Inc
|
4,582 | $1,026,138 | |
| 7 | SNOW |
Snowflake Inc.
|
3,951 | $1,005,529 | |
| 8 | PAYX |
Paychex Inc
|
9,113 | $896,081 |
All Filings in WK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,691 | 509 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $30,351 | 509 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,901 | 509 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $43,814 | 509 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $34,841 | 509 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $38,638 | 509 | Shares | Sole | 2025-05-08 | |
| 2022-09-30 | $4,979 | 64 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,223 | 64 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $8,351 | 64 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $10,431 | 74 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $111 | 1 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||