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Disclosery

Safeguard Financial, LLC: SCHA position timeline

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

Safeguard Financial, LLC held 184,998 SCHA 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 184,998 shares
    Change vs previous 13F +14,787 shares

    0.95% of the 13F portfolio, value $4,334,492.

    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 170,211 shares
    Change vs previous 13F +90,396 shares

    0.96% of the 13F portfolio, value $4,401,655.

    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 79,815 shares
    Change vs previous 13F +3,566 shares

    0.97% of the 13F portfolio, value $4,110,470.

    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 76,249 shares
    Change vs previous 13F +4,031 shares

    1.01% of the 13F portfolio, value $3,618,011.

    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 72,218 shares
    Change vs previous 13F -2,024 shares

    1.16% of the 13F portfolio, value $3,556,007.

    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 74,242 shares
    Change vs previous 13F +4,442 shares

    1.33% of the 13F portfolio, value $3,507,215.

    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 69,800 shares
    Change vs previous 13F -4,398 shares

    1.39% of the 13F portfolio, value $2,891,104.

    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 74,198 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $3,249,000.

    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).