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Safeguard Financial, LLC: VTV position timeline

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

Safeguard Financial, LLC held 668,612 VTV 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 668,612 shares
    Change vs previous 13F +15,410 shares

    25.3% of the 13F portfolio, value $115,496,024.

    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 653,202 shares
    Change vs previous 13F +38,110 shares

    24.03% of the 13F portfolio, value $110,587,064.

    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 615,092 shares
    Change vs previous 13F +66,702 shares

    25.3% of the 13F portfolio, value $107,376,658.

    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 548,390 shares
    Change vs previous 13F +58,821 shares

    24.46% of the 13F portfolio, value $87,967,187.

    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 489,569 shares
    Change vs previous 13F +35,833 shares

    25.98% of the 13F portfolio, value $79,731,166.

    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 453,736 shares
    Change vs previous 13F +64,930 shares

    25.68% of the 13F portfolio, value $67,816,466.

    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 388,806 shares
    Change vs previous 13F +42,701 shares

    25.87% of the 13F portfolio, value $53,628,076.

    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 346,105 shares
    Change vs previous 13F not available

    23.69% of the 13F portfolio, value $49,181,000.

    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).