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Disclosery

Safeguard Financial, LLC: SPY position timeline

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

Safeguard Financial, LLC held 4,984 SPY 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 4,984 shares
    Change vs previous 13F +709 shares

    0.61% of the 13F portfolio, value $2,787,867.

    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 4,275 shares
    Change vs previous 13F +463 shares

    0.54% of the 13F portfolio, value $2,505,294.

    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 3,812 shares
    Change vs previous 13F +166 shares

    0.52% of the 13F portfolio, value $2,186,988.

    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 3,646 shares
    Change vs previous 13F +83 shares

    0.55% of the 13F portfolio, value $1,984,034.

    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 3,563 shares
    Change vs previous 13F -20 shares

    0.61% of the 13F portfolio, value $1,863,759.

    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 3,583 shares
    Change vs previous 13F -819 shares

    0.64% of the 13F portfolio, value $1,703,193.

    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 4,402 shares
    Change vs previous 13F -159 shares

    0.91% of the 13F portfolio, value $1,881,616.

    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 4,561 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,021,000.

    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).