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Disclosery

Safe Harbor Fiduciary, LLC: EIX position timeline

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

Safe Harbor Fiduciary, LLC held 137 EIX shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 137 shares
    Change vs previous 13F -5,032 shares

    0.01% of the 13F portfolio, value $7,069.

    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).

  2. period ended2025-03-31
    13F 5,169 shares
    Change vs previous 13F -35 shares

    0.32% of the 13F portfolio, value $304,557.

    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).

  3. period ended2024-12-31
    13F 5,204 shares
    Change vs previous 13F -203 shares

    0.42% of the 13F portfolio, value $415,487.

    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).

  4. period ended2024-09-30
    13F 5,407 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $470,896.

    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).