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Disclosery

Safeguard Financial, LLC: VIXM position timeline

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

Safeguard Financial, LLC held 13,276 VIXM 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 13,276 shares
    Change vs previous 13F -2,865 shares

    0.05% of the 13F portfolio, value $210,425.

    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 16,141 shares
    Change vs previous 13F +951 shares

    0.05% of the 13F portfolio, value $233,399.

    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 15,190 shares
    Change vs previous 13F -777 shares

    0.05% of the 13F portfolio, value $229,521.

    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 15,967 shares
    Change vs previous 13F +1,000 shares

    0.06% of the 13F portfolio, value $228,807.

    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 14,967 shares
    Change vs previous 13F -8,855 shares

    0.08% of the 13F portfolio, value $237,218.

    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 23,822 shares
    Change vs previous 13F -12,195 shares

    0.15% of the 13F portfolio, value $399,019.

    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 36,017 shares
    Change vs previous 13F -9,259 shares

    0.34% of the 13F portfolio, value $699,090.

    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 45,276 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $927,000.

    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).