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Manager record

Harbor Asset Planning, Inc.

Belmont, MA · CIK 2077050 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$133.45MReported 13F valueQ3 2026 · as filed
2,048Holdings listed
+0.2%vs prior quartervalue change includes market moves
6Quarters on record
Oct 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $104.7M$104.7MQ2 20251,923 holdingsQ3 2025: $111.7M$111.7MQ3 20251,913 holdingsQ4 2025: $117.0M$117.0MQ4 20251,988 holdingsQ1 2026: $118.9M$118.9MQ1 20262,052 holdingsQ2 2026: $133.2M$133.2MQ2 20262,028 holdingsQ3 2026: $133.4M$133.4MQ3 20262,048 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 23 2026 13F-HR · period Q3 2026

$133.45M · 2,048 holdings listed · View original SEC filing ↗
Jul 22 2026 13F-HR · period Q2 2026

$133.15M · 2,028 holdings listed · View original SEC filing ↗
Apr 22 2026 13F-HR · period Q1 2026

$118.85M · 2,052 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$117.00M · 1,988 holdings listed · View original SEC filing ↗
Oct 17 2025 13F-HR · period Q3 2025

$111.75M · 1,913 holdings listed · View original SEC filing ↗
Jul 29 2025 13F-HR · period Q2 2025

$104.72M · 1,923 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 23, 2026 · Change methodology