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Safeguard Investment Advisory Group, LLC: JEPQ position timeline

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

Safeguard Investment Advisory Group, LLC held 0 JEPQ shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,600 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,600 shares
    Change vs previous 13F -22,575 shares

    0.05% of the 13F portfolio, value $209,246.

    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).

  3. period ended2025-09-30
    13F 26,175 shares
    Change vs previous 13F -1,334 shares

    0.37% of the 13F portfolio, value $1,505,593.

    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).

  4. period ended2025-06-30
    13F 27,509 shares
    Change vs previous 13F +20,145 shares

    0.37% of the 13F portfolio, value $1,496,524.

    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).

  5. period ended2025-03-31
    13F 7,364 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $381,316.

    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).