Safe Harbor Fiduciary, LLC: DDM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Safe Harbor Fiduciary, LLC on DDM, newest first. How the timeline and the estimate are built.
Safe Harbor Fiduciary, LLC held 5,472 DDM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,472 sharesChange vs previous 13F +322 shares
0.28% of the 13F portfolio, value $358,568.
13F-HR 0002036114-26-000003 filed by Safe Harbor Fiduciary, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,150 sharesChange vs previous 13F -509 shares
0.26% of the 13F portfolio, value $268,048.
13F-HR 0002036114-26-000002 filed by Safe Harbor Fiduciary, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,659 sharesChange vs previous 13F +1,252 shares
0.28% of the 13F portfolio, value $321,761.
13F-HR 0002036114-26-000001 filed by Safe Harbor Fiduciary, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,407 sharesChange vs previous 13F -822 shares
0.41% of the 13F portfolio, value $432,001.
13F-HR 0002036114-25-000002 filed by Safe Harbor Fiduciary, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,229 sharesChange vs previous 13F +176 shares
0.49% of the 13F portfolio, value $478,401.
13F-HR 0001862443-25-000005 filed by Safe Harbor Fiduciary, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,053 sharesChange vs previous 13F -1,347 shares
0.49% of the 13F portfolio, value $481,551.
13F-HR 0002036114-25-000001 filed by Safe Harbor Fiduciary, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,400 sharesChange vs previous 13F not available
0.57% of the 13F portfolio, value $611,712.
13F-HR 0002036114-24-000002 filed by Safe Harbor Fiduciary, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).