Skip to content
Disclosery

Safe Harbor Fiduciary, LLC: VUG position timeline

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

Safe Harbor Fiduciary, LLC held 35,312 VUG 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 35,312 shares
    Change vs previous 13F +29,629 shares

    2.37% of the 13F portfolio, value $3,041,776.

    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 5,683 shares
    Change vs previous 13F +327 shares

    2.36% of the 13F portfolio, value $2,482,278.

    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 5,356 shares
    Change vs previous 13F +5,116 shares

    2.31% of the 13F portfolio, value $2,612,978.

    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 240 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $105,216.

    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 240 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $88,997.

    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 240 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $98,506.

    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 240 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $92,143.

    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).