Sontag Advisory »

Sobr Safe shares owned by Sontag Advisory

Quarter-by-quarter ownership of Sobr Safe (SOBR) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Sobr Safe

Tip: Access up to 7 years of quarterly data

All positions including Sobr Safe held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sobr Safe by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.7k 15k 0.45
2023-09-30 $16k 15k 1.10
2023-06-30 $25k 15k 1.70
2023-03-31 $33k 15k 2.22

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

Top funds holding Sobr Safe

Vanguard Group
Steward Partners Investment Advisory
SkyOak Wealt
Kestra Private Wealth Services
Founders Financial Securities
Stifel Financial
Sontag Advisory
Centric Wealth Management
UBS Group
Newbridge Financial Services Group
Advisor Group Holdings
Sound Income Strategies
CWM
Royal Bank of Canada
Wells Fargo & Company

View all funds holding Sobr Safe