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Disclosery

Safeguard Financial, LLC: VOE position timeline

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

Safeguard Financial, LLC held 12,292 VOE 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 12,292 shares
    Change vs previous 13F -1,005 shares

    0.43% of the 13F portfolio, value $1,973,405.

    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 13,297 shares
    Change vs previous 13F -3,375 shares

    0.47% of the 13F portfolio, value $2,151,003.

    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 16,672 shares
    Change vs previous 13F -1,312 shares

    0.66% of the 13F portfolio, value $2,795,386.

    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 17,984 shares
    Change vs previous 13F +280 shares

    0.75% of the 13F portfolio, value $2,705,285.

    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 17,704 shares
    Change vs previous 13F +1,072 shares

    0.9% of the 13F portfolio, value $2,760,211.

    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 16,632 shares
    Change vs previous 13F +3,997 shares

    0.91% of the 13F portfolio, value $2,411,743.

    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 12,635 shares
    Change vs previous 13F +3,104 shares

    0.8% of the 13F portfolio, value $1,654,698.

    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 9,531 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,318,000.

    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).