Skip to content
Disclosery

Safeguard Investment Advisory Group, LLC: USMV position timeline

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

Safeguard Investment Advisory Group, LLC held 14,050 USMV 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 14,050 shares
    Change vs previous 13F +645 shares

    0.31% of the 13F portfolio, value $1,355,161.

    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 13,405 shares
    Change vs previous 13F -1,899 shares

    0.34% of the 13F portfolio, value $1,243,249.

    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 15,304 shares
    Change vs previous 13F -1,839 shares

    0.37% of the 13F portfolio, value $1,441,080.

    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 17,143 shares
    Change vs previous 13F -652 shares

    0.4% of the 13F portfolio, value $1,630,916.

    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 17,795 shares
    Change vs previous 13F -1,435 shares

    0.42% of the 13F portfolio, value $1,670,387.

    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 19,230 shares
    Change vs previous 13F +204 shares

    0.49% of the 13F portfolio, value $1,801,184.

    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 19,026 shares
    Change vs previous 13F -3,038 shares

    0.46% of the 13F portfolio, value $1,689,285.

    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 22,064 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,014,910.

    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).