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Disclosery

Safeguard Financial, LLC: VOO position timeline

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

Safeguard Financial, LLC held 10,923 VOO 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 10,923 shares
    Change vs previous 13F -466 shares

    1.23% of the 13F portfolio, value $5,613,519.

    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 11,389 shares
    Change vs previous 13F +3,546 shares

    1.33% of the 13F portfolio, value $6,136,364.

    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 7,843 shares
    Change vs previous 13F +129 shares

    0.98% of the 13F portfolio, value $4,138,654.

    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 7,714 shares
    Change vs previous 13F +1,209 shares

    1.07% of the 13F portfolio, value $3,858,154.

    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 6,505 shares
    Change vs previous 13F -499 shares

    1.02% of the 13F portfolio, value $3,126,861.

    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 7,004 shares
    Change vs previous 13F -199 shares

    1.16% of the 13F portfolio, value $3,059,271.

    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 7,203 shares
    Change vs previous 13F +1,535 shares

    1.36% of the 13F portfolio, value $2,828,494.

    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 5,668 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,308,000.

    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).