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Disclosery

Safeguard Financial, LLC: JPM position timeline

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

Safeguard Financial, LLC held 4,107 JPM 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 4,107 shares
    Change vs previous 13F +59 shares

    0.22% of the 13F portfolio, value $1,007,386.

    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 4,048 shares
    Change vs previous 13F +29 shares

    0.21% of the 13F portfolio, value $970,283.

    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 4,019 shares
    Change vs previous 13F +600 shares

    0.2% of the 13F portfolio, value $847,548.

    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 3,419 shares
    Change vs previous 13F +2,046 shares

    0.19% of the 13F portfolio, value $691,586.

    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 1,373 shares
    Change vs previous 13F -772 shares

    0.09% of the 13F portfolio, value $275,012.

    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 2,145 shares
    Change vs previous 13F +488 shares

    0.14% of the 13F portfolio, value $364,865.

    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 1,657 shares
    Change vs previous 13F +359 shares

    0.12% of the 13F portfolio, value $240,298.

    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 1,298 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $188,000.

    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).