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Safeguard Investment Advisory Group, LLC: DFAC position timeline

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

Safeguard Investment Advisory Group, LLC held 1,926,531 DFAC 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 1,926,531 shares
    Change vs previous 13F -96,055 shares

    19.73% of the 13F portfolio, value $85,460,643.

    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 2,022,586 shares
    Change vs previous 13F -158,356 shares

    21.71% of the 13F portfolio, value $78,595,561.

    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 2,180,942 shares
    Change vs previous 13F -113,549 shares

    22.09% of the 13F portfolio, value $86,343,506.

    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 2,294,491 shares
    Change vs previous 13F -192,076 shares

    21.95% of the 13F portfolio, value $88,498,519.

    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 2,486,567 shares
    Change vs previous 13F -75,474 shares

    22.24% of the 13F portfolio, value $89,118,439.

    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 2,562,041 shares
    Change vs previous 13F -12,430 shares

    22.97% of the 13F portfolio, value $84,521,696.

    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 2,574,471 shares
    Change vs previous 13F +41,370 shares

    24.43% of the 13F portfolio, value $89,050,884.

    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 2,533,101 shares
    Change vs previous 13F not available

    24.77% of the 13F portfolio, value $86,860,014.

    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).