Harbor Asset Planning, Inc. PWB INVESCO EXCHANGE TRADED FD T

Ownership history in Harbor Asset Planning, Inc.  ·  5 quarters on record

AI Ownership Summary

Harbor Asset Planning, Inc. reported INVESCO EXCHANGE TRADED FD T (PWB) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.4% in 2026 Q2. The latest visible filing shows PWB at 0.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PWB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Harbor Asset Planning, Inc.'s position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PWB was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Harbor Asset Planning, Inc. held PWB — position size vs. price
% of Fund (quarterly)    PWB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 3,164 +595 +23.2% 0.40% $533K 2026-07-22 $158.05
2026 Q1 ADDED 2,569 +651 +33.9% 0.27% $324K 2026-04-22 $145.22
2025 Q4 UNCHANGED 1,918 0% 0.21% $244K 2026-01-26 $134.40
2025 Q3 UNCHANGED 1,918 0% 0.22% $241K 2025-10-17 $126.34
2025 Q2 INITIATED 1,918 0.22% $225K 2025-07-29 $118.64

FAQ About Harbor Asset Planning, Inc. and PWB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Harbor Asset Planning, Inc. reported owning PWB?

Harbor Asset Planning, Inc. reported PWB across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported PWB position in Harbor Asset Planning, Inc.'s portfolio?

The largest reported portfolio weight for PWB was 0.40% in 2026 Q2.

What is the latest reported PWB position on this page?

The most recent filing on this page is 2026 Q2, when Harbor Asset Planning, Inc. reported 3,164 shares, equal to 0.40% of portfolio, with an estimated market value of $533K.

What does the chart on this PWB ownership page compare?

The chart compares Harbor Asset Planning, Inc.'s quarterly PWB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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