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Disclosery

Safeguard Financial, LLC: VOT position timeline

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

Safeguard Financial, LLC held 6,968 VOT 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 6,968 shares
    Change vs previous 13F -520 shares

    0.37% of the 13F portfolio, value $1,704,538.

    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 7,488 shares
    Change vs previous 13F -1,942 shares

    0.41% of the 13F portfolio, value $1,900,153.

    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 9,430 shares
    Change vs previous 13F -730 shares

    0.54% of the 13F portfolio, value $2,295,835.

    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 10,160 shares
    Change vs previous 13F +477 shares

    0.65% of the 13F portfolio, value $2,332,233.

    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 9,683 shares
    Change vs previous 13F +512 shares

    0.74% of the 13F portfolio, value $2,283,117.

    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 9,171 shares
    Change vs previous 13F +2,260 shares

    0.76% of the 13F portfolio, value $2,013,766.

    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 6,911 shares
    Change vs previous 13F +1,277 shares

    0.65% of the 13F portfolio, value $1,345,983.

    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 5,634 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,159,000.

    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).