WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in SB — Safe Bulkers, Inc.
CIK 1632972
PLYMOUTH, MN
Position in SB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$143,590
+$21,700 QoQ
Shares Held
22,756
+18.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 157 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SB Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $3,453,400 across 7 Marine Shipping names. SB ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
|
13,653 | $1,856,398 | |
| 2 | MATX |
Matson, Inc.
|
2,459 | $472,693 | |
| 3 | GSL |
Global Ship Lease, Inc.
|
8,160 | $306,816 | |
| 4 | SFL |
SFL Corp Ltd.
|
23,484 | $239,536 | |
| 5 | CMRE |
Costamare Inc.
|
16,954 | $237,695 | |
| 6 | ASC |
Ardmore Shipping Corp
|
14,038 | $196,672 | |
| 7 | SB |
Safe Bulkers, Inc.
This page
|
22,756 | $143,590 |
All Filings in SB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,590 | 22,756 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $121,890 | 19,256 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $563,515 | 116,912 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $505,112 | 113,764 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $408,742 | 113,225 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $419,803 | 113,768 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $395,420 | 110,762 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $582,672 | 112,485 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $590,409 | 101,445 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $499,655 | 100,737 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $395,680 | 100,682 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $357,469 | 110,330 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $62,771 | 19,255 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $71,050 | 19,255 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||