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Disclosery

Safeguard Financial, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Safeguard Financial, LLC on AAPL, newest first. How the timeline and the estimate are built.

Safeguard Financial, LLC held 15,038 AAPL shares at 2025-03-31 per its 13F-HR filed 2025-04-11.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 15,038 shares
    Change vs previous 13F -248 shares

    0.73% of the 13F portfolio, value $3,340,483.

    13F-HR 0001754960-25-000176 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 15,286 shares
    Change vs previous 13F +552 shares

    0.83% of the 13F portfolio, value $3,827,868.

    13F-HR 0001754960-25-000017 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 14,734 shares
    Change vs previous 13F +2,223 shares

    0.81% of the 13F portfolio, value $3,432,928.

    13F-HR 0001754960-24-000498 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 12,511 shares
    Change vs previous 13F +1,856 shares

    0.73% of the 13F portfolio, value $2,635,057.

    13F-HR 0001754960-24-000405 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 10,655 shares
    Change vs previous 13F -1,032 shares

    0.6% of the 13F portfolio, value $1,827,143.

    13F-HR 0001754960-24-000109 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 11,687 shares
    Change vs previous 13F -488 shares

    0.85% of the 13F portfolio, value $2,250,073.

    13F-HR 0001754960-24-000067 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 12,175 shares
    Change vs previous 13F +799 shares

    1.01% of the 13F portfolio, value $2,084,552.

    13F-HR 0001754960-23-000304 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 11,376 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,206,000.

    13F-HR 0001922498-23-000003 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).