Skip to content
Disclosery

Safeguard Investment Advisory Group, LLC: AAPL position timeline

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

Safeguard Investment Advisory Group, LLC held 38,687 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,687 shares
    Change vs previous 13F -922 shares

    2.58% of the 13F portfolio, value $11,195,044.

    13F-HR 0001172661-26-003409 filed by Safeguard Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,609 shares
    Change vs previous 13F -1,189 shares

    2.78% of the 13F portfolio, value $10,052,529.

    13F-HR 0001172661-26-001861 filed by Safeguard Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,798 shares
    Change vs previous 13F -1,773 shares

    2.84% of the 13F portfolio, value $11,091,526.

    13F-HR 0001172661-26-000736 filed by Safeguard Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,571 shares
    Change vs previous 13F +1,742 shares

    2.69% of the 13F portfolio, value $10,839,811.

    13F-HR 0001172661-25-004779 filed by Safeguard Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,829 shares
    Change vs previous 13F -1,314 shares

    2.09% of the 13F portfolio, value $8,377,591.

    13F-HR 0001172661-25-003353 filed by Safeguard Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 42,143 shares
    Change vs previous 13F +3,338 shares

    2.54% of the 13F portfolio, value $9,363,321.

    13F-HR 0001172661-25-002270 filed by Safeguard Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,805 shares
    Change vs previous 13F +1,196 shares

    2.67% of the 13F portfolio, value $9,718,334.

    13F-HR 0001172661-25-001107 filed by Safeguard Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 37,609 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $8,764,942.

    13F-HR 0001172661-24-004713 filed by Safeguard Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).