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Safeguard Investment Advisory Group, LLC: MO position timeline

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

Safeguard Investment Advisory Group, LLC held 12,202 MO 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 12,202 shares
    Change vs previous 13F +2,465 shares

    0.2% of the 13F portfolio, value $877,904.

    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 9,737 shares
    Change vs previous 13F -246 shares

    0.18% of the 13F portfolio, value $642,595.

    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 9,983 shares
    Change vs previous 13F +748 shares

    0.15% of the 13F portfolio, value $575,692.

    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 9,235 shares
    Change vs previous 13F +1,415 shares

    0.15% of the 13F portfolio, value $610,061.

    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 7,820 shares
    Change vs previous 13F +280 shares

    0.11% of the 13F portfolio, value $458,496.

    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 7,540 shares
    Change vs previous 13F +88 shares

    0.12% of the 13F portfolio, value $452,604.

    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 7,452 shares
    Change vs previous 13F -13 shares

    0.11% of the 13F portfolio, value $389,610.

    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 7,465 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $381,062.

    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).