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Disclosery

Safeguard Financial, LLC: SCHM position timeline

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

Safeguard Financial, LLC held 106,296 SCHM 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 106,296 shares
    Change vs previous 13F -6,056 shares

    0.61% of the 13F portfolio, value $2,784,961.

    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 112,352 shares
    Change vs previous 13F +70,780 shares

    0.68% of the 13F portfolio, value $3,113,275.

    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 41,572 shares
    Change vs previous 13F -2,366 shares

    0.81% of the 13F portfolio, value $3,454,179.

    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 43,938 shares
    Change vs previous 13F -1,980 shares

    0.95% of the 13F portfolio, value $3,419,697.

    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 45,918 shares
    Change vs previous 13F -4,663 shares

    1.22% of the 13F portfolio, value $3,739,087.

    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 50,581 shares
    Change vs previous 13F -241 shares

    1.44% of the 13F portfolio, value $3,809,738.

    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 50,822 shares
    Change vs previous 13F +1,269 shares

    1.66% of the 13F portfolio, value $3,439,643.

    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 49,553 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $3,519,000.

    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).