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Disclosery

Guardian Asset Advisors, LLC: XLC position timeline

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

Guardian Asset Advisors, LLC held 9,227 XLC 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 9,227 shares
    Change vs previous 13F -8,732 shares

    0.46% of the 13F portfolio, value $988,591.

    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 17,959 shares
    Change vs previous 13F -209 shares

    1.16% of the 13F portfolio, value $1,990,131.

    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 18,168 shares
    Change vs previous 13F -2,325 shares

    1.11% of the 13F portfolio, value $2,140,145.

    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 20,493 shares
    Change vs previous 13F +1,063 shares

    1.31% of the 13F portfolio, value $2,427,803.

    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 19,430 shares
    Change vs previous 13F +880 shares

    1.21% of the 13F portfolio, value $2,107,857.

    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 18,550 shares
    Change vs previous 13F -566 shares

    1.17% of the 13F portfolio, value $1,786,121.

    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 19,116 shares
    Change vs previous 13F +242 shares

    1.19% of the 13F portfolio, value $1,849,813.

    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 18,874 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,705,894.

    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).