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Safeguard Investment Advisory Group, LLC: META position timeline

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

Safeguard Investment Advisory Group, LLC held 3,119 META 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 3,119 shares
    Change vs previous 13F +475 shares

    0.41% of the 13F portfolio, value $1,757,628.

    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 2,644 shares
    Change vs previous 13F +80 shares

    0.42% of the 13F portfolio, value $1,512,922.

    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 2,564 shares
    Change vs previous 13F +365 shares

    0.43% of the 13F portfolio, value $1,692,270.

    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 2,199 shares
    Change vs previous 13F -472 shares

    0.4% of the 13F portfolio, value $1,614,577.

    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 2,671 shares
    Change vs previous 13F -347 shares

    0.49% of the 13F portfolio, value $1,972,329.

    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 3,018 shares
    Change vs previous 13F +840 shares

    0.47% of the 13F portfolio, value $1,740,449.

    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 2,178 shares
    Change vs previous 13F +62 shares

    0.35% of the 13F portfolio, value $1,275,408.

    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 2,116 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,212,184.

    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).