Position in SAFE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$157
+$22 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#202
of 211 holders
Holding Since
Sep 2023
3 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, 2026Abound Wealth Management holds $157 across 1 REIT - Diversified name. SAFE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAFE |
Safehold Inc.
This page
|
10 | $157 |
All Filings in SAFE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157 | 10 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $135 | 10 | Shares | Sole | 2026-04-10 | |
| 2023-09-30 | $605 | 34 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||