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Disclosery

Safeguard Financial, LLC: SCHF position timeline

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

Safeguard Financial, LLC held 57,550 SCHF 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 57,550 shares
    Change vs previous 13F -1,418 shares

    0.25% of the 13F portfolio, value $1,138,337.

    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 58,968 shares
    Change vs previous 13F +28,624 shares

    0.24% of the 13F portfolio, value $1,090,915.

    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 30,344 shares
    Change vs previous 13F +6,215 shares

    0.29% of the 13F portfolio, value $1,247,726.

    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 24,129 shares
    Change vs previous 13F +5,160 shares

    0.26% of the 13F portfolio, value $927,026.

    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 18,969 shares
    Change vs previous 13F -319 shares

    0.24% of the 13F portfolio, value $740,155.

    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 19,288 shares
    Change vs previous 13F -352 shares

    0.27% of the 13F portfolio, value $712,899.

    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 19,640 shares
    Change vs previous 13F -144 shares

    0.32% of the 13F portfolio, value $666,977.

    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 19,784 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $705,000.

    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).