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Rise Advisors, LLC

Position in SFES — Safeguard Scientifics Inc

CIK 1831316 ROCHESTER, NY

Position in SFES

as of Mar 31, 2024 · filed Apr 9, 2024
Position Value
$29
New position
Shares Held
39
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 1 holders
Holding Since
Mar 2024
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Asset Management

Financial Services · as of Jun 30, 2026

Rise Advisors, LLC holds $223,808 across 1 Asset Management name.

# Ticker Company Shares Value (USD) Open

All Filings in SFES

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2024-03-31 $29 39