SB β€” SAFE BULKERS INC

Ownership history in Koss-Olinger Consulting, LLC  Β·  5 quarters on record

AI Ownership Summary

Koss-Olinger Consulting, LLC reported SAFE BULKERS INC (SB) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.06% in 2025 Q1. The latest visible filing shows SB at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koss-Olinger Consulting, LLC's position in SAFE BULKERS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SB was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Koss-Olinger Consulting, LLC held SB β€” position size vs. price
% of Fund (quarterly)    SB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 146,934 -20,489 -12.2% 0.05% $708K 2026-02-14 (Est.) $5.94
2025 Q3 UNCHANGED 167,423 β€” 0% 0.05% $604K 2025-10-20 $4.27
2025 Q2 REDUCED 167,423 -12,241 -6.8% 0.05% $604K 2025-08-01 $3.84
2025 Q1 ADDED 179,664 +151,964 +548.6% 0.06% $663K 2025-05-12 $3.44
2024 Q4 INITIATED 27,700 β€” β€” 0.01% $99K 2025-02-11 $3.45

FAQ About Koss-Olinger Consulting, LLC and SB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Koss-Olinger Consulting, LLC reported owning SB?

Koss-Olinger Consulting, LLC reported SB across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SB position in Koss-Olinger Consulting, LLC's portfolio?

The largest reported portfolio weight for SB was 0.06% in 2025 Q1.

What is the latest reported SB position on this page?

The most recent filing on this page is 2025 Q4, when Koss-Olinger Consulting, LLC reported 146,934 shares, equal to 0.05% of portfolio, with an estimated market value of $708K.

What does the chart on this SB ownership page compare?

The chart compares Koss-Olinger Consulting, LLC's quarterly SB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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