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Ofs Capital shares owned by Harbor Asset Planning

Quarter-by-quarter ownership of Ofs Capital (OFS) shares owned by Harbor Asset Planning from 13F filings

Historical chart of Harbor Asset Planning investment in Ofs Capital

Tip: Access up to 7 years of quarterly data

All positions including Ofs Capital held by Harbor Asset Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ofs Capital by Harbor Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3k 687 7.69

More positions owned by Harbor Asset Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Harbor Asset Planning

Top funds holding Ofs Capital

Two Sigma Advisers
International Assets Investment Management
Morgan Stanley
Two Sigma Investments
Advisors Asset Management
Arkadios Wealth Advisors
Connor, Clark & Lunn Investment Management
O'shaughnessy Asset Management
Virtus Investment Advisers
Brooklyn Capital Management
Comprehensive Portfolio Management
Trexquant Investment
LPL Financial
SOA Wealth Advisors
Cambridge Investment Research Advisors

View all funds holding Ofs Capital