Harbor Etf Trust shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Harbor Etf Trust (OSEA) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Harbor Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Harbor Etf Trust held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Harbor Etf Trust by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $88M | 2.9M | 30.25 |
| 2025-09-30 | $80M | 2.7M | 29.57 |
| 2025-06-30 | $71M | 2.4M | 29.27 |
| 2025-03-31 | $55M | 2.1M | 26.54 |
| 2024-12-31 | $1.8M | 68k | 25.85 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management