Harbor Asset Planning, Inc. has submitted its quarterly report detailing its institutional holdings as of September 30, 2026. This filing is significant as it showcases the company's transparency and compliance with regulatory requirements.
Background
Harbor Asset Planning, Inc. is an institutional asset manager based in Belmont, Massachusetts. The company focuses on managing investments for a variety of clients, ensuring they align with their financial goals. The firm is categorized under the SIC description for asset management, although specific SIC details were not provided in the filing.
What the Filing Says
The filing, submitted on October 23, 2026, is a Form 13F-HR, which is a quarterly report filed by institutional managers. It details the holdings of Harbor Asset Planning as of the end of the third quarter. However, specific details regarding the holdings were not disclosed in this filing.
Impact
This filing may affect various stakeholders, including investors and clients of Harbor Asset Planning, as it provides insight into the company’s investment strategies and portfolio management. Transparency in such reports is crucial for maintaining investor trust and confidence in the asset management industry.
What's Next
The filing does not say what happens next.
Filing Details
The report was filed on October 23, 2026, and accepted on the same day at 09:01:14. It covers the period ending September 30, 2026, and indicates that the effectiveness date of the filing is also October 23, 2026. The filing comprises two documents, including the primary document and an information table, which provides further details on the holdings.
Company Information
Harbor Asset Planning, Inc. is registered under the Central Index Key (CIK) number 0002077050. The firm is incorporated in Massachusetts and has an Employer Identification Number (EIN) of 521703788. The company’s fiscal year ends on December 31, which may influence its reporting and investment strategies.
Contact Information
The mailing and business address for Harbor Asset Planning, Inc. is 80 Munroe St, Belmont, MA 02478. They can be reached by phone at 617-489-0324, providing clients and stakeholders with direct access for inquiries or further information.
Missing Information
The filing does not include specific details regarding the actual holdings or investment strategies employed by Harbor Asset Planning, Inc., which would provide deeper insights into the firm’s operational focus and market positioning.