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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

  1. period ended2026-06-30
    13F 5,472 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 5,150 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 5,659 shares
    Change 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), ingested

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

  4. period ended2025-06-30
    13F 4,407 shares
    Change 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), ingested

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

  5. period ended2025-03-31
    13F 5,229 shares
    Change 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), ingested

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

  6. period ended2024-12-31
    13F 5,053 shares
    Change 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), ingested

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

  7. period ended2024-09-30
    13F 6,400 shares
    Change 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), ingested

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