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Disclosery

Guardian Financial Partners, LLC: SCHC position timeline

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

Guardian Financial Partners, LLC held 37,741 SCHC 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 37,741 shares
    Change vs previous 13F +32 shares

    0.71% of the 13F portfolio, value $1,816,108.

    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 37,709 shares
    Change vs previous 13F +1,549 shares

    0.74% of the 13F portfolio, value $1,762,530.

    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 36,160 shares
    Change vs previous 13F +2,488 shares

    0.69% of the 13F portfolio, value $1,646,349.

    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 33,672 shares
    Change vs previous 13F -185 shares

    0.65% of the 13F portfolio, value $1,532,434.

    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 33,857 shares
    Change vs previous 13F +3,199 shares

    0.65% of the 13F portfolio, value $1,441,968.

    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 30,658 shares
    Change vs previous 13F +3,057 shares

    0.53% of the 13F portfolio, value $1,099,995.

    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 27,601 shares
    Change vs previous 13F +4,727 shares

    0.56% of the 13F portfolio, value $947,536.

    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 22,874 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $881,345.

    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).