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Disclosery

Guardian Financial Partners, LLC: SCHZ position timeline

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

Guardian Financial Partners, LLC held 190,304 SCHZ 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 190,304 shares
    Change vs previous 13F -26,803 shares

    1.71% of the 13F portfolio, value $4,401,731.

    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 217,107 shares
    Change vs previous 13F +9,907 shares

    2.13% of the 13F portfolio, value $5,041,229.

    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 207,200 shares
    Change vs previous 13F -8,256 shares

    2.04% of the 13F portfolio, value $4,842,254.

    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 215,456 shares
    Change vs previous 13F -12,865 shares

    2.13% of the 13F portfolio, value $5,056,742.

    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 228,321 shares
    Change vs previous 13F +21,064 shares

    2.38% of the 13F portfolio, value $5,306,191.

    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 207,257 shares
    Change vs previous 13F -1,983 shares

    2.3% of the 13F portfolio, value $4,800,083.

    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 209,240 shares
    Change vs previous 13F +127,246 shares

    2.82% of the 13F portfolio, value $4,749,750.

    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 81,994 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $3,896,344.

    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).