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Safe Harbor Fiduciary, LLC: UPRO position timeline

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

Safe Harbor Fiduciary, LLC held 15,922 UPRO 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 15,922 shares
    Change vs previous 13F -3,771 shares

    1.76% of the 13F portfolio, value $2,257,580.

    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 19,693 shares
    Change vs previous 13F -143 shares

    1.82% of the 13F portfolio, value $1,909,827.

    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 19,836 shares
    Change vs previous 13F +19,413 shares

    2.03% of the 13F portfolio, value $2,296,215.

    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 423 shares
    Change vs previous 13F -21,761 shares

    0.04% of the 13F portfolio, value $38,679.

    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 22,184 shares
    Change vs previous 13F +10,785 shares

    1.7% of the 13F portfolio, value $1,639,398.

    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 11,399 shares
    Change vs previous 13F +11,349 shares

    1.03% of the 13F portfolio, value $1,010,407.

    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 50 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,310.

    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).