Safeguard Investment Advisory Group, LLC: IWS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Safeguard Investment Advisory Group, LLC on IWS, newest first. How the timeline and the estimate are built.
Safeguard Investment Advisory Group, LLC held 0 IWS shares at 2025-09-30 per its 13F-HR filed 2025-11-13.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -1,814 shares
13F-HR 0001172661-25-004779 filed by Safeguard Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 1,814 sharesChange vs previous 13F +146 shares
0.06% of the 13F portfolio, value $239,725.
13F-HR 0001172661-25-003353 filed by Safeguard Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,668 sharesChange vs previous 13F +54 shares
0.06% of the 13F portfolio, value $210,149.
13F-HR 0001172661-25-002270 filed by Safeguard Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,614 sharesChange vs previous 13F -7 shares
0.06% of the 13F portfolio, value $208,706.
13F-HR 0001172661-25-001107 filed by Safeguard Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,621 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $214,392.
13F-HR 0001172661-24-004713 filed by Safeguard Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).