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Disclosery

SageGuard Financial Group, LLC: XYZ position timeline

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

SageGuard Financial Group, LLC held 3,321 XYZ 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 3,321 shares
    Change vs previous 13F -43 shares

    0.04% of the 13F portfolio, value $252,396.

    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 3,364 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $202,446.

    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 3,364 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $218,963.

    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).