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Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

SFES holding history

Safeguard Scientifics Inc in every 13F filed by Rise Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SFES overviewAll 13F holders of SFESFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2021
Holdings of SFES by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−39−100.0%Sold outHolders
Q1 202439$29<0.1%+12+44.4%AddedHolders
Q4 202327$21<0.1%00.0%UnchangedHolders
Q3 202327$27<0.1%00.0%UnchangedHolders
Q2 202327$45<0.1%00.0%UnchangedHolders
Q1 202327$47<0.1%00.0%UnchangedHolders
Q4 202227$84<0.1%−55−67.1%ReducedHolders
Q3 202282$00.0%00.0%UnchangedHolders
Q2 202282$00.0%00.0%UnchangedHolders
Q1 202282$00.0%00.0%UnchangedHolders
Q4 202182$601<0.1%–No prior filingHolders