Safeguard Financial, LLC: BRK-B position timeline

Safeguard Financial, LLC held 2,527 BRK-B 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 2,527 shares

   Change vs previous 13F +100 shares

   0.29% of the 13F portfolio, value $1,345,830.

   13F-HR 0001754960-25-000176 filed by Safeguard Financial, LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

2. period ended2024-12-31

   13F 2,427 shares

   Change vs previous 13F -6 shares

   0.24% of the 13F portfolio, value $1,100,111.

   13F-HR 0001754960-25-000017 filed by Safeguard Financial, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

3. period ended2024-09-30

   13F 2,433 shares

   Change vs previous 13F +111 shares

   0.26% of the 13F portfolio, value $1,119,813.

   13F-HR 0001754960-24-000498 filed by Safeguard Financial, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 2,322 shares

   Change vs previous 13F +96 shares

   0.26% of the 13F portfolio, value $944,590.

   13F-HR 0001754960-24-000405 filed by Safeguard Financial, LLC
   Filed 2024-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 2,226 shares

   Change vs previous 13F -24 shares

   0.31% of the 13F portfolio, value $936,078.

   13F-HR 0001754960-24-000109 filed by Safeguard Financial, LLC
   Filed 2024-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

6. period ended2023-12-31

   13F 2,250 shares

   Change vs previous 13F +80 shares

   0.3% of the 13F portfolio, value $802,485.

   13F-HR 0001754960-24-000067 filed by Safeguard Financial, LLC
   Filed 2024-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

7. period ended2023-09-30

   13F 2,170 shares

   Change vs previous 13F -33 shares

   0.37% of the 13F portfolio, value $760,151.

   13F-HR 0001754960-23-000304 filed by Safeguard Financial, LLC
   Filed 2023-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

8. period ended2023-06-30

   13F 2,203 shares

   Change vs previous 13F not available

   0.36% of the 13F portfolio, value $751,000.

   13F-HR 0001922498-23-000003 filed by Safeguard Financial, LLC
   Filed 2023-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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