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Disclosery

Safeguard Financial, LLC: VIG position timeline

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

Safeguard Financial, LLC held 5,490 VIG 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 5,490 shares
    Change vs previous 13F -88 shares

    0.23% of the 13F portfolio, value $1,065,031.

    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 5,578 shares
    Change vs previous 13F -127 shares

    0.24% of the 13F portfolio, value $1,092,336.

    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 5,705 shares
    Change vs previous 13F +49 shares

    0.27% of the 13F portfolio, value $1,129,886.

    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 5,656 shares
    Change vs previous 13F +148 shares

    0.29% of the 13F portfolio, value $1,032,458.

    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 5,508 shares
    Change vs previous 13F -54 shares

    0.33% of the 13F portfolio, value $1,005,793.

    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 5,562 shares
    Change vs previous 13F +891 shares

    0.36% of the 13F portfolio, value $947,779.

    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 4,671 shares
    Change vs previous 13F -975 shares

    0.35% of the 13F portfolio, value $725,818.

    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 5,646 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $917,000.

    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).