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Disclosery

Safeguard Financial, LLC: IBDR position timeline

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

Safeguard Financial, LLC held 207,274 IBDR 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 207,274 shares
    Change vs previous 13F +41,467 shares

    1.1% of the 13F portfolio, value $5,018,100.

    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 165,807 shares
    Change vs previous 13F +62,915 shares

    0.87% of the 13F portfolio, value $3,990,979.

    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 102,892 shares
    Change vs previous 13F +39,881 shares

    0.59% of the 13F portfolio, value $2,500,276.

    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 63,011 shares
    Change vs previous 13F +36,022 shares

    0.42% of the 13F portfolio, value $1,500,924.

    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 26,989 shares
    Change vs previous 13F +16,341 shares

    0.21% of the 13F portfolio, value $643,695.

    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 10,648 shares
    Change vs previous 13F +10,648 shares

    0.1% of the 13F portfolio, value $254,495.

    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 0 shares
    Change vs previous 13F -2,228 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.

  8. period ended2023-06-30
    13F 2,228 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $52,000.

    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).