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Disclosery

Safeguard Financial, LLC: AXP position timeline

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

Safeguard Financial, LLC held 982 AXP shares at 2025-03-31 per its 13F-HR filed 2025-04-11.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 982 shares
    Change vs previous 13F -134 shares

    0.06% of the 13F portfolio, value $264,282.

    13F-HR 0001754960-25-000176 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 1,116 shares
    Change vs previous 13F -193 shares

    0.07% of the 13F portfolio, value $331,300.

    13F-HR 0001754960-25-000017 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 1,309 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $355,076.

    13F-HR 0001754960-24-000498 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).