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Disclosery

SageGuard Financial Group, LLC: QYLD position timeline

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

SageGuard Financial Group, LLC held 83,425 QYLD 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 83,425 shares
    Change vs previous 13F -34,642 shares

    0.22% of the 13F portfolio, value $1,537,519.

    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 118,067 shares
    Change vs previous 13F -9,401 shares

    0.31% of the 13F portfolio, value $2,024,849.

    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 127,468 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,252,361.

    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).