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Disclosery

Safeguard Financial, LLC: VNQ position timeline

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

Safeguard Financial, LLC held 2,626 VNQ 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 2,626 shares
    Change vs previous 13F -132 shares

    0.05% of the 13F portfolio, value $237,745.

    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 2,758 shares
    Change vs previous 13F -1,495 shares

    0.05% of the 13F portfolio, value $245,687.

    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 4,253 shares
    Change vs previous 13F +1,266 shares

    0.1% of the 13F portfolio, value $414,310.

    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 2,987 shares
    Change vs previous 13F -906 shares

    0.07% of the 13F portfolio, value $250,183.

    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 3,893 shares
    Change vs previous 13F -1,835 shares

    0.11% of the 13F portfolio, value $336,655.

    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 5,728 shares
    Change vs previous 13F -4,013 shares

    0.19% of the 13F portfolio, value $506,134.

    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 9,741 shares
    Change vs previous 13F -115 shares

    0.36% of the 13F portfolio, value $736,989.

    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 9,856 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $823,000.

    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).