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Disclosery

Guardian Financial Partners, LLC: SCHH position timeline

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

Guardian Financial Partners, LLC held 122,537 SCHH 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 122,537 shares
    Change vs previous 13F +220 shares

    1.13% of the 13F portfolio, value $2,901,671.

    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 122,317 shares
    Change vs previous 13F -6,951 shares

    1.11% of the 13F portfolio, value $2,628,598.

    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 129,268 shares
    Change vs previous 13F +2,046 shares

    1.14% of the 13F portfolio, value $2,700,409.

    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 127,222 shares
    Change vs previous 13F +4,873 shares

    1.16% of the 13F portfolio, value $2,744,180.

    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 122,349 shares
    Change vs previous 13F +16,196 shares

    1.16% of the 13F portfolio, value $2,588,894.

    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 106,153 shares
    Change vs previous 13F +13,357 shares

    1.09% of the 13F portfolio, value $2,283,349.

    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 92,796 shares
    Change vs previous 13F +14,347 shares

    1.16% of the 13F portfolio, value $1,954,287.

    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 78,449 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,817,665.

    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).