Safeguard Investment Advisory Group, LLC Historic Quarter Change: Foreign Stocks, Reduced

Safeguard Investment Advisory Group, LLC historic quarter change: Foreign Stocks, Reduced

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 HSBC; Country of operation —; Class SPON ADR NEW; Shares before 3,950.
Q1 2026: Stock TEVA; Country of operation —; Class SPONSORED ADS; Shares before 12,490.
Q1 2026: Stock HSBC; Country of operation —; Class SPON ADR NEW; Shares before 4,152.
Q4 2025: Stock TEVA; Country of operation —; Class SPONSORED ADS; Shares before 14,346.

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.

Quarter	Stock	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2026	HSBC HSBC HLDGS PLC	SPON ADR NEW	3,950	3,843	-107	$325,901	$365,437	+$39,536	2026-08-13
Q1 2026	TEVA TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	12,490	12,094	-396	$389,813	$364,272	-$25,541	2026-05-14
Q1 2026	HSBC HSBC HLDGS PLC	SPON ADR NEW	4,152	3,950	-202	$326,676	$325,901	-$775	2026-05-14
Q4 2025	TEVA TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	14,346	12,490	-1,856	$289,790	$389,813	+$100,023	2026-02-13
Q4 2025	TSM TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	1,727	1,562	-165	$482,261	$474,673	-$7,588	2026-02-13
Q4 2025	HSBC HSBC HLDGS PLC	SPON ADR NEW	4,667	4,152	-515	$331,270	$326,676	-$4,594	2026-02-13
Q3 2025	TEVA TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	14,503	14,346	-157	$243,070	$289,790	+$46,720	2025-11-13
Q1 2025	HSBC HSBC HLDGS PLC	SPON ADR NEW	4,725	4,558	-167	$233,779	$261,859	+$28,080	2025-05-15
Q4 2024	HSBC HSBC HLDGS PLC	SPON ADR NEW	4,876	4,725	-151	$220,414	$233,779	+$13,365	2025-02-14
Q3 2024	HSBC HSBC HLDGS PLC	SPON ADR NEW	4,877	4,876	-1	$212,213	$220,414	+$8,201	2024-11-14
Q2 2024	HSBC HSBC HLDGS PLC	SPON ADR NEW	5,772	4,877	-895	$227,201	$212,213	-$14,988	2024-08-09
Q1 2024	HSBC HSBC HLDGS PLC	SPON ADR NEW	6,084	5,772	-312	$246,674	$227,201	-$19,473	2024-05-13

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