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Guardian Financial Partners, LLC: FNDX position timeline

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

Guardian Financial Partners, LLC held 313,049 FNDX 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 313,049 shares
    Change vs previous 13F -3,521 shares

    3.79% of the 13F portfolio, value $9,735,812.

    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 316,570 shares
    Change vs previous 13F +16,130 shares

    3.72% of the 13F portfolio, value $8,816,461.

    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 300,440 shares
    Change vs previous 13F +6,538 shares

    3.45% of the 13F portfolio, value $8,174,962.

    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 293,902 shares
    Change vs previous 13F +2,691 shares

    3.26% of the 13F portfolio, value $7,729,635.

    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 291,211 shares
    Change vs previous 13F +31,129 shares

    3.21% of the 13F portfolio, value $7,146,328.

    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 260,082 shares
    Change vs previous 13F +23,326 shares

    2.94% of the 13F portfolio, value $6,140,536.

    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 236,756 shares
    Change vs previous 13F +167,319 shares

    3.33% of the 13F portfolio, value $5,606,376.

    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 69,437 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $4,982,785.

    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).