Safeguard Investment Advisory Group, LLC
Position in SPH — Suburban Propane Partners LP
CIK 1846711
Corona, CA
Position in SPH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$200,011
+$13,518 QoQ
Shares Held
10,158
+1.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPH Over Time
Shares Held
Position Value (USD)
All Filings in SPH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,011 | 10,158 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $186,493 | 10,059 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $201,791 | 10,890 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $205,813 | 9,796 | Shares | Sole | 2025-05-15 | |
| 2020-12-31 | $20,997 | 1,413 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||