Safeguard Investment Advisory Group, LLC
Position in GAB — Gabelli Equity Trust Inc
CIK 1846711
Corona, CA
Position in GAB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$74,683
+$7,814 QoQ
Shares Held
13,195
+10.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#162
of 224 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GAB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Safeguard Investment Advisory Group, LLC holds $211,886 across 2 Asset Management names. GAB ranks #2 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
10,546 | $137,203 | |
| 2 | GAB |
Gabelli Equity Trust Inc
This page
|
13,195 | $74,683 |
All Filings in GAB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,683 | 13,195 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $66,869 | 11,941 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $91,908 | 14,896 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $88,846 | 14,589 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $84,914 | 14,590 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $78,643 | 14,273 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $75,098 | 13,959 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $74,899 | 13,643 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $71,884 | 13,824 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $71,693 | 12,988 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $64,236 | 12,645 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $63,052 | 12,291 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $89,784 | 15,480 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $86,456 | 15,062 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $80,286 | 14,651 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $78,390 | 14,253 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $82,697 | 13,557 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $93,950 | 13,557 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $95,454 | 13,276 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $86,111 | 12,949 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $87,416 | 12,669 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $84,460 | 12,669 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $77,648 | 12,669 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||