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SMLLSMLL
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 4,130 shares of SMLL (HARBOR ETF TRUST), worth $88,354 as of 2026-Q2. The position was decreased (-3.4% shares). SMLL represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$88,354

Current Shares

4,130

Total Value Change

+$74,950

Total Shares Change

+3,514

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4,130
-3.4%
$88,3540.0%$21.39
0
2026-Q1
Decreased
4,274
-39.1%
$81,2150.0%$20.17
0
2025-Q4
Decreased
7,022
-77.7%
$139,8810.0%$20.13
0
2025-Q3
Increased
31,490
+72.0%
$671,2720.0%$20.91
37
2025-Q2
Increased
18,309
+126.9%
$389,7820.0%$20.80
38
2025-Q1
Increased
8,070
+1210.1%
$165,8390.0%$20.07
36
2024-Q4
New
616
-
$13,4040.0%$21.25
25

Other major holders of SMLL: COMMONWEALTH EQUITY SERVICES, LLC, JANE STREET GROUP, LLC

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