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Disclosery

Safeguard Financial, LLC: VGT position timeline

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

Safeguard Financial, LLC held 2,186 VGT 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 2,186 shares
    Change vs previous 13F +27 shares

    0.26% of the 13F portfolio, value $1,185,420.

    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 2,159 shares
    Change vs previous 13F -32 shares

    0.29% of the 13F portfolio, value $1,342,578.

    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 2,191 shares
    Change vs previous 13F +292 shares

    0.3% of the 13F portfolio, value $1,285,206.

    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 1,899 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,094,799.

    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 1,899 shares
    Change vs previous 13F +95 shares

    0.32% of the 13F portfolio, value $995,589.

    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 1,804 shares
    Change vs previous 13F +1,234 shares

    0.33% of the 13F portfolio, value $873,228.

    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 570 shares
    Change vs previous 13F +50 shares

    0.11% of the 13F portfolio, value $236,386.

    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 520 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $229,000.

    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).