HIA
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Harbor Investment Advisory’s Workiva WK Stock Holding History

Harbor Investment Advisory’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$55.1K Hold
827
– – ﹤0.01% 741
2026
Q2 		$40.1K Buy
+827
New +$42.6K ﹤0.01% 799
2024
Q4 		– Sell
-210
Closed -$16.6K – 1181
2024
Q3 		$16.6K Sell
210
-491
-70% -$36.9K ﹤0.01% 775
2024
Q2 		$51.2K Buy
701
+2
+0.3% +$157 0.01% 579
2024
Q1 		$59.3K Hold
699
– – 0.01% 551
2023
Q4 		$71K Hold
699
– – 0.01% 492
2023
Q3 		$70.8K Sell
699
-480
-41% -$49.9K 0.01% 470
2023
Q2 		$120K Buy
1,179
+321
+37% +$30.9K 0.02% 454
2023
Q1 		$87.9K Hold
858
– – 0.01% 535
2022
Q4 		$72K Sell
858
-10
-1% -$775 0.01% 577
2022
Q3 		$68K Hold
868
– – 0.01% 577
2022
Q2 		$57K Hold
868
– – 0.01% 674
2022
Q1 		$102K Buy
868
+181
+26% +$20K 0.01% 533
2021
Q4 		$90K Hold
687
– – 0.01% 567
2021
Q3 		$97K Buy
+687
New +$93.1K 0.01% 535

Other funds holding WK

LC
Lakehouse Capital Sydney NSW, Australia $114M AUM 10.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Harbor Investment Advisory's WK Position: Q3 2026 in Review

Harbor Investment Advisory held its Workiva (WK) position steady in Q3 2026 at 827 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Harbor Investment Advisory first reported a position in WK in Q3 2021 and has held it in 15 quarters since. The position peaked at $120K in Q2 2023. 13 funds tracked by Wall St. Rank hold WK as of Q3 2026.

  • Harbor Investment Advisory held 827 shares of Workiva worth $55.1K as of Q3 2026.
  • Harbor Investment Advisory left its Workiva share count unchanged in Q3 2026.
  • Workiva made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #741 holding.
  • Harbor Investment Advisory first reported a position in Workiva in Q3 2021 and has held it in 15 quarters since.
  • Harbor Investment Advisory's Workiva position peaked at $120K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Workiva as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.