Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

HAPIHAPI
7 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in HARBOR ETF TRUST

Steward Partners Investment Advisory, LLC holds 113,505 shares of HAPI (HARBOR ETF TRUST), worth $5M as of 2026-Q2. The position was increased (+2.0% shares). HAPI represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$5M

Current Shares

113,505

Total Value Change

+$4.9M

Total Shares Change

+108,959

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
113,505
+2.0%
$5M0.0%$44.39
27
2026-Q1
Increased
111,254
+11.2%
$4.4M0.0%$41.42
30
2025-Q4
Increased
100,065
+2.5%
$4.1M0.0%$41.30
27
2025-Q3
Increased
97,609
+24.3%
$3.9M0.0%$39.80
33
2025-Q2
Increased
78,533
+22.3%
$3M0.0%$37.61
32
2025-Q1
Increased
64,241
+1313.1%
$2.2M0.0%$33.61
42
2024-Q4
New
4,546
-
$161,8830.0%$35.46
31

Other major holders of HAPI: STATE OF WISCONSIN INVESTMENT BOARD

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used