KWB Wealth »

Harbor Etf Trust shares owned by KWB Wealth

Quarter-by-quarter ownership of Harbor Etf Trust (OSEA) shares owned by KWB Wealth from 13F filings

Historical chart of KWB Wealth investment in Harbor Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Harbor Etf Trust held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Harbor Etf Trust by KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 72k 29.27
2025-06-30 $1.4M 54k 26.53
2025-03-31 $1.0M 39k 25.85
2024-12-31 $323k 11k 28.93

More positions owned by KWB Wealth

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Capital Group Core Balanced SHS (CGBL)

View all positions for KWB Wealth

Top funds holding Harbor Etf Trust

Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Diversified Enterprises
Arlington Financial Advisors
Venturi Wealth Management
Pnc Financial Services
GSB Wealth Management
Paces Ferry Wealth Advisors
Raymond James Financial
Ami Investment Management
LPL Financial
Archford Capital Strategies
Nordwand Advisors
Pensionmark Financial Group
Vestmark Advisory Solutions
Kovitz Investment Group Partners

View all funds holding Harbor Etf Trust