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Disclosery

Safeguard Financial, LLC: SPYM position timeline

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

Safeguard Financial, LLC held 27,928 SPYM 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 27,928 shares
    Change vs previous 13F +7 shares

    0.4% of the 13F portfolio, value $1,836,518.

    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 27,921 shares
    Change vs previous 13F -2,561 shares

    0.42% of the 13F portfolio, value $1,924,851.

    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 30,482 shares
    Change vs previous 13F -287 shares

    0.48% of the 13F portfolio, value $2,057,812.

    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 30,769 shares
    Change vs previous 13F +6,969 shares

    0.55% of the 13F portfolio, value $1,969,238.

    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 23,800 shares
    Change vs previous 13F -128 shares

    0.48% of the 13F portfolio, value $1,464,428.

    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 23,928 shares
    Change vs previous 13F -1,032 shares

    0.51% of the 13F portfolio, value $1,337,579.

    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 24,960 shares
    Change vs previous 13F -2,745 shares

    0.61% of the 13F portfolio, value $1,254,502.

    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 27,705 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,443,000.

    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).