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Safeguard Investment Advisory Group, LLC: DFCF position timeline

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

Safeguard Investment Advisory Group, LLC held 96,525 DFCF 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 96,525 shares
    Change vs previous 13F -7,452 shares

    0.94% of the 13F portfolio, value $4,074,307.

    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 103,977 shares
    Change vs previous 13F -5,726 shares

    1.21% of the 13F portfolio, value $4,389,279.

    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 109,703 shares
    Change vs previous 13F -2,783 shares

    1.19% of the 13F portfolio, value $4,669,004.

    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 112,486 shares
    Change vs previous 13F -5,279 shares

    1.19% of the 13F portfolio, value $4,809,905.

    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 117,765 shares
    Change vs previous 13F -189 shares

    1.24% of the 13F portfolio, value $4,976,738.

    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 117,954 shares
    Change vs previous 13F -4,526 shares

    1.35% of the 13F portfolio, value $4,961,265.

    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 122,480 shares
    Change vs previous 13F +3,489 shares

    1.39% of the 13F portfolio, value $5,054,758.

    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 118,991 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $5,139,309.

    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).