A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Safe Harbor Fiduciary, LLC.

Business address: 700 S. Palafox Street, Suite 300, Pensacola, FL, 32502
Top securities (13F): SPY, QQQ, AAPL, JEPI, SGOV, QDPL, IWM, AMZN, STX, MSFT, VUG, UPRO, AWK, VNQ, ROPE, LLY, IYF, PNC, LHX, and XLI
State of incorporation: FL
Fiscal year end: 31 December

Safe Harbor Fiduciary, LLC has filed 6 SEC EDGAR filings since 14 Nov 2024

Recent SEC filings for Safe Harbor Fiduciary, LLC including 13F-HR, N-PX.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	17 Feb 2026	31 Dec 2025	028-24473
N-PX	Open N-PX document	View SEC filing for N-PX	29 Aug 2025	30 Jun 2025	028-24473
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	13 Aug 2025	30 Jun 2025	028-24473
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	15 May 2025	31 Mar 2025	028-24473
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	14 Feb 2025	31 Dec 2024	028-24473
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	14 Nov 2024	30 Sep 2024	028-24473

Safe Harbor Fiduciary, LLC files with the SEC under CIK 0002036114. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.