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Disclosery

Safeguard Financial, LLC: VBK position timeline

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

Safeguard Financial, LLC held 72,790 VBK 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 72,790 shares
    Change vs previous 13F +5,649 shares

    4.01% of the 13F portfolio, value $18,326,329.

    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 67,141 shares
    Change vs previous 13F +5,865 shares

    4.09% of the 13F portfolio, value $18,803,439.

    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 61,276 shares
    Change vs previous 13F +3,101 shares

    3.86% of the 13F portfolio, value $16,383,458.

    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 58,175 shares
    Change vs previous 13F +7,746 shares

    4.05% of the 13F portfolio, value $14,551,287.

    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 50,429 shares
    Change vs previous 13F +7,287 shares

    4.28% of the 13F portfolio, value $13,147,794.

    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 43,142 shares
    Change vs previous 13F +11,188 shares

    3.95% of the 13F portfolio, value $10,430,538.

    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 31,954 shares
    Change vs previous 13F +7,481 shares

    3.3% of the 13F portfolio, value $6,844,010.

    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 24,473 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $5,622,000.

    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).