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Disclosery

Safeguard Financial, LLC: DFUS position timeline

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

Safeguard Financial, LLC held 8,821 DFUS 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 8,821 shares
    Change vs previous 13F -14,483 shares

    0.12% of the 13F portfolio, value $533,494.

    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 23,304 shares
    Change vs previous 13F +9,503 shares

    0.32% of the 13F portfolio, value $1,485,630.

    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 13,801 shares
    Change vs previous 13F +13,801 shares

    0.2% of the 13F portfolio, value $858,444.

    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 ended2023-09-30
    13F 0 shares
    Change vs previous 13F -2,799 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2023-06-30
    13F 2,799 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $134,000.

    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).