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Safeguard Financial, LLC: PG position timeline

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

Safeguard Financial, LLC held 4,651 PG 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 4,651 shares
    Change vs previous 13F -2,487 shares

    0.17% of the 13F portfolio, value $792,542.

    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 7,138 shares
    Change vs previous 13F -130 shares

    0.26% of the 13F portfolio, value $1,196,606.

    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 7,268 shares
    Change vs previous 13F +355 shares

    0.3% of the 13F portfolio, value $1,258,735.

    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 6,913 shares
    Change vs previous 13F +365 shares

    0.32% of the 13F portfolio, value $1,140,094.

    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 6,548 shares
    Change vs previous 13F -2,172 shares

    0.35% of the 13F portfolio, value $1,062,413.

    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 8,720 shares
    Change vs previous 13F -238 shares

    0.48% of the 13F portfolio, value $1,277,829.

    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 8,958 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,306,614.

    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 8,958 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,359,000.

    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).