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Guardian Asset Advisors, LLC: SPYM position timeline

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

Guardian Asset Advisors, LLC held 128,758 SPYM 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 128,758 shares
    Change vs previous 13F +9,119 shares

    5.22% of the 13F portfolio, value $11,315,684.

    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 119,639 shares
    Change vs previous 13F -19,616 shares

    5.35% of the 13F portfolio, value $9,157,229.

    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 139,255 shares
    Change vs previous 13F +2,840 shares

    5.81% of the 13F portfolio, value $11,171,560.

    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 136,415 shares
    Change vs previous 13F +6,366 shares

    5.75% of the 13F portfolio, value $10,688,482.

    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 130,049 shares
    Change vs previous 13F +8,482 shares

    5.43% of the 13F portfolio, value $9,453,382.

    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 121,567 shares
    Change vs previous 13F +9,000 shares

    5.21% of the 13F portfolio, value $7,994,331.

    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 112,567 shares
    Change vs previous 13F +9,965 shares

    4.98% of the 13F portfolio, value $7,760,754.

    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 102,602 shares
    Change vs previous 13F not available

    4.7% of the 13F portfolio, value $6,926,567.

    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).