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SageGuard Financial Group, LLC: EFAA position timeline

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

SageGuard Financial Group, LLC held 85,332 EFAA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,332 shares
    Change vs previous 13F +17,011 shares

    0.67% of the 13F portfolio, value $4,758,121.

    13F-HR 0002085853-26-000869 filed by SageGuard Financial 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 68,321 shares
    Change vs previous 13F -1,553 shares

    0.56% of the 13F portfolio, value $3,603,273.

    13F-HR 0002085853-26-000465 filed by SageGuard Financial 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 69,874 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,776,709.

    13F-HR 0002085853-26-000111 filed by SageGuard Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).