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Disclosery

Safeguard Financial, LLC: SPEM position timeline

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

Safeguard Financial, LLC held 45,948 SPEM 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 45,948 shares
    Change vs previous 13F -554 shares

    0.4% of the 13F portfolio, value $1,808,974.

    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 46,502 shares
    Change vs previous 13F +2,889 shares

    0.39% of the 13F portfolio, value $1,784,268.

    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 43,613 shares
    Change vs previous 13F +109 shares

    0.42% of the 13F portfolio, value $1,800,356.

    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 43,504 shares
    Change vs previous 13F -733 shares

    0.46% of the 13F portfolio, value $1,638,813.

    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 44,237 shares
    Change vs previous 13F +3,025 shares

    0.52% of the 13F portfolio, value $1,600,954.

    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 41,212 shares
    Change vs previous 13F +1,477 shares

    0.55% of the 13F portfolio, value $1,459,328.

    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 39,735 shares
    Change vs previous 13F -1,164 shares

    0.64% of the 13F portfolio, value $1,333,909.

    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 40,899 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,406,000.

    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).