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HAPI
6 quarters

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

Steward Partners Investment Advisory, LLC holds 111,254 shares of HAPI (HARBOR ETF TRUST), worth $4.4M as of 2026-Q1. The position was increased (+11.2% shares). HAPI represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$4.4M

Current Shares

111,254

Total Value Change

+$4.3M

Total Shares Change

+106,708

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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

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