Profesionally Managed Portfo shares owned by Harbor Investment Advisory
Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Harbor Investment Advisory
from 13F filings
Historical chart of Harbor Investment Advisory investment in Profesionally Managed Portfo
Tip: Access up to 7 years of quarterly data
All positions including Profesionally Managed Portfo held by Harbor Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Profesionally Managed Portfo by Harbor Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $71k | 2.2k | 31.61 |
| 2025-09-30 | $65k | 1.9k | 33.30 |
| 2025-06-30 | $62k | 2.0k | 31.17 |
| 2025-03-31 | $59k | 2.1k | 27.65 |
| 2024-12-31 | $87k | 2.9k | 29.91 |
| 2024-09-30 | $41k | 1.4k | 29.91 |
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