• 13F History

Safe Harbor Fiduciary, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$98.1M
Signature - Title
John Quinn - Legal Counsel
Location
Pensacola, FL
Summary
This page shows a list of all the recent 13F filings made by Safe Harbor Fiduciary, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Safe Harbor Fiduciary, LLC reported 198 stock holdings with total value $98.1M as of Q4 2024. Top holdings included SPY, VTI, AAPL, ADME, and OKE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 198 $98.1M +$2.96M -$11.1M -$8.18M SPY, VTI, AAPL, ADME, OKE 13F-HR 2/13/2025, 09:21 PM
Q3 2024 212 $107M $0 $0 SPY, VTI, DRSK, AAPL, ADME 13F-HR 11/13/2024, 09:52 PM