Safeguard Investment Advisory Group, LLC: VZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Safeguard Investment Advisory Group, LLC on VZ, newest first. How the timeline and the estimate are built.
Safeguard Investment Advisory Group, LLC held 19,048 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 19,048 sharesChange vs previous 13F +4,605 shares
0.19% of the 13F portfolio, value $806,452.
13F-HR 0001172661-26-003409 filed by Safeguard Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,443 sharesChange vs previous 13F -648 shares
0.2% of the 13F portfolio, value $725,041.
13F-HR 0001172661-26-001861 filed by Safeguard Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,091 sharesChange vs previous 13F +5,362 shares
0.16% of the 13F portfolio, value $614,681.
13F-HR 0001172661-26-000736 filed by Safeguard Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,729 sharesChange vs previous 13F +1,338 shares
0.11% of the 13F portfolio, value $427,612.
13F-HR 0001172661-25-004779 filed by Safeguard Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,391 sharesChange vs previous 13F +116 shares
0.09% of the 13F portfolio, value $363,066.
13F-HR 0001172661-25-003353 filed by Safeguard Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,275 sharesChange vs previous 13F +631 shares
0.1% of the 13F portfolio, value $375,555.
13F-HR 0001172661-25-002270 filed by Safeguard Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,644 sharesChange vs previous 13F -248 shares
0.08% of the 13F portfolio, value $305,667.
13F-HR 0001172661-25-001107 filed by Safeguard Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,892 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $354,578.
13F-HR 0001172661-24-004713 filed by Safeguard Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).