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Disclosery

Safe Harbor Fiduciary, LLC: SSO position timeline

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

Safe Harbor Fiduciary, LLC held 18,612 SSO 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 18,612 shares
    Change vs previous 13F +289 shares

    0.98% of the 13F portfolio, value $1,254,077.

    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 18,323 shares
    Change vs previous 13F -491 shares

    0.91% of the 13F portfolio, value $950,597.

    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 18,814 shares
    Change vs previous 13F +5,238 shares

    0.96% of the 13F portfolio, value $1,089,707.

    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 13,576 shares
    Change vs previous 13F -597 shares

    1.24% of the 13F portfolio, value $1,326,647.

    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 14,173 shares
    Change vs previous 13F -1,039 shares

    1.21% of the 13F portfolio, value $1,173,241.

    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 15,212 shares
    Change vs previous 13F -1,045 shares

    1.43% of the 13F portfolio, value $1,407,262.

    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 16,257 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,465,894.

    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).