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Disclosery

Safeguard Financial, LLC: IBDW position timeline

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

Safeguard Financial, LLC held 26,184 IBDW 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 26,184 shares
    Change vs previous 13F +3,128 shares

    0.12% of the 13F portfolio, value $543,328.

    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 23,056 shares
    Change vs previous 13F +359 shares

    0.1% of the 13F portfolio, value $469,187.

    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 22,697 shares
    Change vs previous 13F +3,226 shares

    0.11% of the 13F portfolio, value $481,631.

    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 19,471 shares
    Change vs previous 13F +3,683 shares

    0.11% of the 13F portfolio, value $395,068.

    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 15,788 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $323,492.

    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).