Skip to content
Disclosery

Safe Harbor Fiduciary, LLC: SGOV position timeline

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

Safe Harbor Fiduciary, LLC held 51,744 SGOV 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 51,744 shares
    Change vs previous 13F +23,578 shares

    4.06% of the 13F portfolio, value $5,209,069.

    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 28,166 shares
    Change vs previous 13F -15,708 shares

    2.7% of the 13F portfolio, value $2,835,190.

    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 43,874 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $4,404,072.

    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).