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Disclosery

Safeguard Financial, LLC: MSFT position timeline

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

Safeguard Financial, LLC held 8,457 MSFT 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 8,457 shares
    Change vs previous 13F +30 shares

    0.7% of the 13F portfolio, value $3,174,507.

    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 8,427 shares
    Change vs previous 13F +331 shares

    0.77% of the 13F portfolio, value $3,552,111.

    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 8,096 shares
    Change vs previous 13F +845 shares

    0.82% of the 13F portfolio, value $3,483,824.

    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 7,251 shares
    Change vs previous 13F +560 shares

    0.9% of the 13F portfolio, value $3,240,911.

    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 6,691 shares
    Change vs previous 13F +1,476 shares

    0.92% of the 13F portfolio, value $2,815,203.

    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 5,215 shares
    Change vs previous 13F +254 shares

    0.74% of the 13F portfolio, value $1,961,036.

    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 4,961 shares
    Change vs previous 13F +2,224 shares

    0.76% of the 13F portfolio, value $1,566,587.

    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 2,737 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $932,000.

    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).