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Safeguard Investment Advisory Group, LLC: IHI position timeline

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

Safeguard Investment Advisory Group, LLC held 96,571 IHI 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 96,571 shares
    Change vs previous 13F -4,546 shares

    1.1% of the 13F portfolio, value $4,771,477.

    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 101,117 shares
    Change vs previous 13F -6,228 shares

    1.49% of the 13F portfolio, value $5,394,619.

    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 107,345 shares
    Change vs previous 13F -5,911 shares

    1.71% of the 13F portfolio, value $6,671,520.

    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 113,256 shares
    Change vs previous 13F -9,676 shares

    1.69% of the 13F portfolio, value $6,804,434.

    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 122,932 shares
    Change vs previous 13F -2,608 shares

    1.92% of the 13F portfolio, value $7,700,156.

    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 125,540 shares
    Change vs previous 13F -1,253 shares

    2.05% of the 13F portfolio, value $7,557,962.

    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 126,793 shares
    Change vs previous 13F +2,660 shares

    2.03% of the 13F portfolio, value $7,398,617.

    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 124,133 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $7,352,159.

    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).