Safeguard Investment Advisory Group, LLC historic quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Safeguard Investment Advisory Group, LLC opened 3 positions, added to 7, reduced 12 and sold out of 2.
- Q2 2026: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 1,565.
- Q1 2026: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 1,562.
- Q3 2025: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 1,643.
- Q3 2025: Stock HSBC; Country of operation —; Class SPON ADR NEW; Shares before 4,661.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1846711), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
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