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Disclosery

Safeguard Financial, LLC: VONG position timeline

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

Safeguard Financial, LLC held 10,885 VONG 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 10,885 shares
    Change vs previous 13F -140 shares

    0.22% of the 13F portfolio, value $1,010,047.

    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 11,025 shares
    Change vs previous 13F -115 shares

    0.25% of the 13F portfolio, value $1,138,840.

    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 11,140 shares
    Change vs previous 13F +35 shares

    0.25% of the 13F portfolio, value $1,075,274.

    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 11,105 shares
    Change vs previous 13F -4 shares

    0.29% of the 13F portfolio, value $1,041,755.

    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 11,109 shares
    Change vs previous 13F -221 shares

    0.31% of the 13F portfolio, value $962,812.

    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 11,330 shares
    Change vs previous 13F +10 shares

    0.33% of the 13F portfolio, value $883,958.

    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 11,320 shares
    Change vs previous 13F -220 shares

    0.37% of the 13F portfolio, value $774,707.

    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 11,540 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $816,000.

    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).