Position in SAFE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,601
+$684 QoQ
Shares Held
102
+108.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#184
of 211 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAFE Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $48,196 across 6 REIT - Diversified names. SAFE ranks #5 (3.3% of the industry book) .
All Filings in SAFE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,601 | 102 | Shares | Sole | 2026-07-16 | |
| 2025-03-31 | $917 | 49 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $905 | 49 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1 | 49 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $945 | 49 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,009 | 49 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1 | 49 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1 | 49 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1 | 49 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1 | 49 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||