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Disclosery

Safeguard Financial, LLC: VBR position timeline

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

Safeguard Financial, LLC held 132,402 VBR 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 132,402 shares
    Change vs previous 13F +6,147 shares

    5.4% of the 13F portfolio, value $24,665,097.

    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 126,255 shares
    Change vs previous 13F +8,289 shares

    5.44% of the 13F portfolio, value $25,021,272.

    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 117,966 shares
    Change vs previous 13F +9,404 shares

    5.58% of the 13F portfolio, value $23,685,198.

    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 108,562 shares
    Change vs previous 13F +13,007 shares

    5.51% of the 13F portfolio, value $19,814,691.

    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 95,555 shares
    Change vs previous 13F +11,899 shares

    5.97% of the 13F portfolio, value $18,335,172.

    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 83,656 shares
    Change vs previous 13F +21,496 shares

    5.7% of the 13F portfolio, value $15,055,495.

    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 62,160 shares
    Change vs previous 13F +12,800 shares

    4.78% of the 13F portfolio, value $9,913,823.

    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 49,360 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $8,164,000.

    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).