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Safe Harbor Fiduciary, LLC: IYF position timeline

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

Safe Harbor Fiduciary, LLC held 28,534 IYF 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 28,534 shares
    Change vs previous 13F +852 shares

    2.83% of the 13F portfolio, value $3,638,370.

    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 27,682 shares
    Change vs previous 13F +12,611 shares

    3.1% of the 13F portfolio, value $3,257,064.

    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 15,071 shares
    Change vs previous 13F +11,748 shares

    1.72% of the 13F portfolio, value $1,943,104.

    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 3,323 shares
    Change vs previous 13F +3,302 shares

    0.38% of the 13F portfolio, value $402,050.

    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 21 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,370.

    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).