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Guardian Asset Advisors, LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guardian Asset Advisors, LLC on SCHG, newest first. How the timeline and the estimate are built.

Guardian Asset Advisors, LLC held 82,953 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,953 shares
    Change vs previous 13F +44,702 shares

    1.29% of the 13F portfolio, value $2,807,395.

    13F-HR 0002021272-26-000003 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 38,251 shares
    Change vs previous 13F -11,215 shares

    0.65% of the 13F portfolio, value $1,114,316.

    13F-HR 0002021272-26-000002 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 49,466 shares
    Change vs previous 13F +8,968 shares

    0.84% of the 13F portfolio, value $1,613,619.

    13F-HR 0002021272-26-000001 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 40,498 shares
    Change vs previous 13F -2,630 shares

    0.7% of the 13F portfolio, value $1,292,395.

    13F-HR 0002021272-25-000002 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 43,128 shares
    Change vs previous 13F -670 shares

    0.72% of the 13F portfolio, value $1,258,422.

    13F-HR 0001085146-25-004340 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 43,798 shares
    Change vs previous 13F -5,890 shares

    0.71% of the 13F portfolio, value $1,086,982.

    13F-HR 0001085146-25-002325 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 49,688 shares
    Change vs previous 13F +35,467 shares

    0.89% of the 13F portfolio, value $1,382,217.

    13F-HR 0001085146-25-000628 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,221 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,476,410.

    13F-HR 0001085146-24-004719 filed by Guardian Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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