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Disclosery

Safeguard Financial, LLC: SPYG position timeline

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

Safeguard Financial, LLC held 21,764 SPYG 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 21,764 shares
    Change vs previous 13F -282 shares

    0.38% of the 13F portfolio, value $1,749,153.

    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 22,046 shares
    Change vs previous 13F -3,624 shares

    0.42% of the 13F portfolio, value $1,937,829.

    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 25,670 shares
    Change vs previous 13F -1,093 shares

    0.5% of the 13F portfolio, value $2,129,050.

    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 26,763 shares
    Change vs previous 13F +122 shares

    0.6% of the 13F portfolio, value $2,144,534.

    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 26,641 shares
    Change vs previous 13F -739 shares

    0.64% of the 13F portfolio, value $1,948,818.

    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 27,380 shares
    Change vs previous 13F -170 shares

    0.67% of the 13F portfolio, value $1,781,347.

    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 27,550 shares
    Change vs previous 13F -5,837 shares

    0.79% of the 13F portfolio, value $1,633,162.

    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 33,387 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,036,000.

    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).