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Disclosery

Safeguard Financial, LLC: SCHV position timeline

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

Safeguard Financial, LLC held 304,620 SCHV 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 304,620 shares
    Change vs previous 13F +22,270 shares

    1.77% of the 13F portfolio, value $8,096,796.

    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 282,350 shares
    Change vs previous 13F +212,481 shares

    1.6% of the 13F portfolio, value $7,360,867.

    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 69,869 shares
    Change vs previous 13F -2,471 shares

    1.32% of the 13F portfolio, value $5,615,405.

    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 72,340 shares
    Change vs previous 13F +9,839 shares

    1.49% of the 13F portfolio, value $5,358,975.

    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 62,501 shares
    Change vs previous 13F -766 shares

    1.55% of the 13F portfolio, value $4,748,808.

    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 63,267 shares
    Change vs previous 13F +3,945 shares

    1.68% of the 13F portfolio, value $4,435,000.

    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 59,322 shares
    Change vs previous 13F -3,289 shares

    1.84% of the 13F portfolio, value $3,823,896.

    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 62,611 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $4,200,000.

    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).