13F Filings History of Harbor Asset Planning, Inc.

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$116,994,863
Signature - Title
Ellen Ginsberg - President
Location
Belmont, MA
Summary
This page shows a list of all the recent 13F filings made by Harbor Asset Planning, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Harbor Asset Planning, Inc. reported 442 stock holdings with total value $116,994,863 as of Q4 2025. Top holdings included SCHG, VTI, IVV, VTV, and RWL.

Notify me when Harbor Asset Planning, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 442 $116,994,863 +$5,138,879 -$2,022,650 +$3,116,229 SCHG, VTI, IVV, VTV, RWL 13F-HR 23 Jan 2026, 20:00
Q3 2025 409 $111,746,546 +$1,405,580 -$1,372,144 +$33,436 VTI, SCHG, IVV, VTV, RWL 13F-HR 17 Oct 2025, 13:29
Q2 2025 410 $104,721,484 $0 $0 $0 VTI, SCHG, IVV, VTV, RWL 13F-HR 29 Jul 2025, 08:30