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Disclosery

Safeguard Financial, LLC: SPYV position timeline

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

Safeguard Financial, LLC held 7,719 SPYV 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 7,719 shares
    Change vs previous 13F -140 shares

    0.09% of the 13F portfolio, value $394,223.

    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 7,859 shares
    Change vs previous 13F -3,516 shares

    0.09% of the 13F portfolio, value $401,907.

    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 11,375 shares
    Change vs previous 13F -5,399 shares

    0.14% of the 13F portfolio, value $601,304.

    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 16,774 shares
    Change vs previous 13F -807 shares

    0.23% of the 13F portfolio, value $817,544.

    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 17,581 shares
    Change vs previous 13F +25 shares

    0.29% of the 13F portfolio, value $880,812.

    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 17,556 shares
    Change vs previous 13F -1,261 shares

    0.31% of the 13F portfolio, value $818,642.

    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 18,817 shares
    Change vs previous 13F -578 shares

    0.37% of the 13F portfolio, value $776,391.

    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 19,395 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $837,000.

    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).