WANY
SOBR

Wealthspire Advisors (New York)’s SOBR SAFE INC SOBR Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SOBR Stock Details SOBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13
Closed -$46 – 2611
2025
Q3 		$46 Buy
+13
New +$47 ﹤0.01% 3023
2024
Q4 		– Sell
-13
Closed -$863 – 835
2024
Q3 		$863 Hold
13
– – ﹤0.01% 754
2024
Q2 		$2.18K Hold
13
– – ﹤0.01% 663
2024
Q1 		$6.08K Hold
13
– – ﹤0.01% 641
2023
Q4 		$6.68K Hold
13
– – ﹤0.01% 644
2023
Q3 		$16.3K Hold
13
– – ﹤0.01% 592
2023
Q2 		$25.2K Hold
13
– – ﹤0.01% 556
2023
Q1 		$32.9K Buy
+13
New +$25.7K ﹤0.01% 525

Other funds holding SOBR

XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return

Wealthspire Advisors (New York)'s SOBR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of SOBR SAFE INC (SOBR) in Q4 2025, closing a stake of 13 shares — an estimated $46 sold.

Wealthspire Advisors (New York) first reported a position in SOBR in Q1 2023 and held it in 8 quarters. The position peaked at $32.9K in Q1 2023. 9 funds tracked by Wall St. Rank hold SOBR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining SOBR SAFE INC position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 13 SOBR SAFE INC shares in Q4 2025, an estimated $46.
  • Wealthspire Advisors (New York) first reported a position in SOBR SAFE INC in Q1 2023 and held it in 8 quarters.
  • Wealthspire Advisors (New York)'s SOBR SAFE INC position peaked at $32.9K in Q1 2023.
  • 9 funds tracked by Wall St. Rank held SOBR SAFE INC as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.