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Safeguard Investment Advisory Group, LLC: SPY position timeline

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

Safeguard Investment Advisory Group, LLC held 49,618 SPY 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 49,618 shares
    Change vs previous 13F -593 shares

    8.55% of the 13F portfolio, value $37,053,275.

    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 50,211 shares
    Change vs previous 13F -3,816 shares

    9.02% of the 13F portfolio, value $32,655,537.

    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 54,027 shares
    Change vs previous 13F -3,993 shares

    9.42% of the 13F portfolio, value $36,842,362.

    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 58,020 shares
    Change vs previous 13F -3,936 shares

    9.59% of the 13F portfolio, value $38,652,096.

    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 61,956 shares
    Change vs previous 13F +1,634 shares

    9.56% of the 13F portfolio, value $38,283,277.

    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 60,322 shares
    Change vs previous 13F -5 shares

    9.17% of the 13F portfolio, value $33,759,677.

    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 60,327 shares
    Change vs previous 13F +1,840 shares

    9.7% of the 13F portfolio, value $35,363,824.

    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 58,487 shares
    Change vs previous 13F not available

    9.57% of the 13F portfolio, value $33,568,928.

    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).