SOBR Safe, Inc.
SOBR- Exchange
- OTC
- Industry
- Periodicals: Publishing or Publishing & Printing
- SEC CIK
- 0001425627
No open-market purchases or sales by SOBR Safe, Inc. insiders were filed in the last 90 days; 13 institutions reported holding it in 13F filings for Q2 2026, worth $110.3K in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in SOBR Safe, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 25
- +6 vs. Q3 2023
- Shares held
- 931.0K
- −70.1K (−7.0%) vs. Q3 2023
- Total value
- $425.7K
- −$676.0K (−61.4%) vs. Q3 2023
- New holders
- 7
- 3 more added
- Sold out
- 1
- 5 more reduced
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SOBR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 13 | $110.3K |
| Q1 2026 | 10 | $60.2K |
| Q4 2025 | 9 | $129.1K |
| Q3 2025 | 14 | $212.3K |
| Q2 2025 | 6 | $62.2K |
| Q1 2025 | 9 | $21.2K |
| Q4 2024 | 9 | $116.5K |
| Q3 2024 | 21 | $57.6K |
| Q2 2024 | 26 | $157.2K |
| Q1 2024 | 26 | $386.1K |
| Q4 2023 | 25 | $425.7K |
| Q3 2023 | 19 | $1.10M |
| Q2 2023 | 20 | $1.60M |
| Q1 2023 | 23 | $1.92M |
| Q4 2022 | 20 | $221.8K |
| Q3 2022 | 12 | $4.84M |
| Q2 2022 | 6 | $228.0K |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding SOBR Safe, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 500 | $0 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 264 | $0 | 0.00% | +264 | New |
| Bank of America Corp | 20 | $8 | 0.00% | +20 | New |
| JPMorgan Chase & Co | 27 | $13 | 0.00% | +27 | New |
| Wells Fargo & Company | 120 | $54 | 0.00% | +6+5.3% | Added |
| Sound Income Strategies, LLC | 702 | $316 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,705 | $768 | 0.00% | −15,955−90.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,000 | $902 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,000 | $2.00K | 0.00% | +5,000 | New |
| Tower Research Capital LLC (TRC) | 6,557 | $2.96K | 0.00% | +838+14.7% | Added |
| UBS Group AG | 10,108 | $4.56K | 0.00% | +10,108 | New |
| XTX Topco Ltd | 13,159 | $6.20K | 0.00% | −3,014−18.6% | Reduced |
| Wealthspire Advisors, LLC | 14,818 | $6.68K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 18,487 | $8.33K | 0.00% | 00.0% | Unchanged |
| Centric Wealth Management | 11,017 | $8.48K | 0.00% | +11,017 | New |
| Stifel Financial Corp | 20,000 | $9.02K | 0.00% | +20,000 | New |
| SkyOak Wealth, LLC | 24,500 | $11.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 24,700 | $11.6K | 0.00% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 26,150 | $11.8K | 0.00% | 00.0% | Unchanged |
| Westmount Partners, LLC | 29,636 | $13.4K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 31,950 | $14.4K | 0.00% | −1,000−3.0% | Reduced |
| BlackRock Inc. | 56,451 | $25.4K | 0.00% | −264−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 58,900 | $26.6K | 0.00% | −30,000−33.7% | Reduced |
| Geode Capital Management, LLC | 114,346 | $53.9K | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 459,922 | $207.3K | 0.00% | +14,520+3.3% | Added |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −81,688−100.0% | Sold out |