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Safeguard Investment Advisory Group, LLC: QQQM position timeline

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

Safeguard Investment Advisory Group, LLC held 29,104 QQQM 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 29,104 shares
    Change vs previous 13F +863 shares

    2.04% of the 13F portfolio, value $8,816,407.

    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 28,241 shares
    Change vs previous 13F +96 shares

    1.85% of the 13F portfolio, value $6,710,840.

    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 28,145 shares
    Change vs previous 13F +1,299 shares

    1.82% of the 13F portfolio, value $7,118,378.

    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 26,846 shares
    Change vs previous 13F +2,491 shares

    1.65% of the 13F portfolio, value $6,634,097.

    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 24,355 shares
    Change vs previous 13F -1,023 shares

    1.38% of the 13F portfolio, value $5,531,724.

    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 25,378 shares
    Change vs previous 13F +567 shares

    1.33% of the 13F portfolio, value $4,900,736.

    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 24,811 shares
    Change vs previous 13F -1,058 shares

    1.43% of the 13F portfolio, value $5,222,902.

    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 25,869 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $5,197,760.

    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).