Skip to content
Disclosery

Guardian Financial Partners, LLC: CLOZ position timeline

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

Guardian Financial Partners, LLC held 770,855 CLOZ shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 770,855 shares
    Change vs previous 13F +41,716 shares

    7.93% of the 13F portfolio, value $20,365,986.

    13F-HR 0001723514-26-000004 filed by Guardian Financial Partners, 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 729,139 shares
    Change vs previous 13F -6,680 shares

    7.9% of the 13F portfolio, value $18,702,408.

    13F-HR 0001723514-26-000003 filed by Guardian Financial Partners, 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 735,819 shares
    Change vs previous 13F -37,602 shares

    8.22% of the 13F portfolio, value $19,484,479.

    13F-HR 0001723514-26-000002 filed by Guardian Financial Partners, 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 773,421 shares
    Change vs previous 13F +1,380 shares

    8.75% of the 13F portfolio, value $20,743,151.

    13F-HR 0001085146-25-005869 filed by Guardian Financial Partners, 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 772,041 shares
    Change vs previous 13F +15,001 shares

    9.27% of the 13F portfolio, value $20,644,383.

    13F-HR 0001085146-25-004367 filed by Guardian Financial Partners, 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 757,040 shares
    Change vs previous 13F +51,907 shares

    9.62% of the 13F portfolio, value $20,114,557.

    13F-HR 0001085146-25-002247 filed by Guardian Financial Partners, 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 705,133 shares
    Change vs previous 13F +37,493 shares

    11.29% of the 13F portfolio, value $19,003,326.

    13F-HR 0001085146-25-000185 filed by Guardian Financial Partners, 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 667,640 shares
    Change vs previous 13F not available

    11.22% of the 13F portfolio, value $17,946,159.

    13F-HR 0001085146-24-005293 filed by Guardian Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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