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Safe Harbor Wealth Advisors, LLC

SEC CIK
0002105610
Latest filing
Feb 13, 2026

EXR holding history

Extra Space Storage Inc. in every 13F filed by Safe Harbor Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXR overviewAll 13F holders of EXRFull Q4 2025 holdings

Shares (Q4 2025)
1,851
Value
$267.1K
% of portfolio
0.3%
Quarters held
1
Since Q4 2025
Holdings of EXR by Safe Harbor Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20251,851$267.1K0.3%–No prior filingHolders