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Safe Harbor Wealth Advisors, LLC: XSVN position timeline

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

Safe Harbor Wealth Advisors, LLC held 16,225 XSVN shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 16,225 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $785,047.

    13F-HR 0002105610-26-000001 filed by Safe Harbor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).