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Disclosery

Safe Harbor Family Capital, LLC: IVT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Safe Harbor Family Capital, LLC on IVT, newest first. How the timeline and the estimate are built.

Safe Harbor Family Capital, LLC held 12,530 IVT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,530 shares
    Change vs previous 13F +1,315 shares

    0.3% of the 13F portfolio, value $443,562.

    13F-HR 0001398344-26-013964 filed by Safe Harbor Family Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,215 shares
    Change vs previous 13F +720 shares

    0.27% of the 13F portfolio, value $341,609.

    13F-HR 0001398344-26-008963 filed by Safe Harbor Family Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,495 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $296,064.

    13F-HR 0001398344-26-001739 filed by Safe Harbor Family Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).