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Disclosery

Safeguard Financial, LLC: STXV position timeline

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

Safeguard Financial, LLC held 24,544 STXV 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 24,544 shares
    Change vs previous 13F -3,713 shares

    0.16% of the 13F portfolio, value $748,837.

    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 28,257 shares
    Change vs previous 13F +179 shares

    0.18% of the 13F portfolio, value $833,763.

    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 28,078 shares
    Change vs previous 13F -1,812 shares

    0.2% of the 13F portfolio, value $851,684.

    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 29,890 shares
    Change vs previous 13F +163 shares

    0.23% of the 13F portfolio, value $841,473.

    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 29,727 shares
    Change vs previous 13F +153 shares

    0.28% of the 13F portfolio, value $862,344.

    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 29,574 shares
    Change vs previous 13F +379 shares

    0.3% of the 13F portfolio, value $788,505.

    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 29,195 shares
    Change vs previous 13F +3,784 shares

    0.35% of the 13F portfolio, value $719,364.

    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 25,411 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $640,000.

    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).