Skip to content
Disclosery

Guardian Capital, LLC: IWM position timeline

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

Guardian Capital, LLC held 996 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 996 shares
    Change vs previous 13F -100 shares

    0.24% of the 13F portfolio, value $299,304.

    13F-HR 0002083963-26-000007 filed by Guardian Capital, 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 1,096 shares
    Change vs previous 13F -819 shares

    0.26% of the 13F portfolio, value $271,845.

    13F-HR 0002083963-26-000005 filed by Guardian Capital, 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 1,915 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $471,376.

    13F-HR 0002083963-26-000003 filed by Guardian Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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