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Disclosery

Guardian Financial Partners, LLC: SPYI position timeline

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

Guardian Financial Partners, LLC held 58,047 SPYI 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 58,047 shares
    Change vs previous 13F +2,450 shares

    1.2% of the 13F portfolio, value $3,081,697.

    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 55,597 shares
    Change vs previous 13F -870 shares

    1.16% of the 13F portfolio, value $2,744,827.

    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 56,467 shares
    Change vs previous 13F -5,645 shares

    1.25% of the 13F portfolio, value $2,966,227.

    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 62,112 shares
    Change vs previous 13F +9,711 shares

    1.37% of the 13F portfolio, value $3,248,453.

    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 52,401 shares
    Change vs previous 13F +2,974 shares

    1.18% of the 13F portfolio, value $2,636,805.

    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 49,427 shares
    Change vs previous 13F +3,564 shares

    1.13% of the 13F portfolio, value $2,367,061.

    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 45,863 shares
    Change vs previous 13F +3,526 shares

    1.38% of the 13F portfolio, value $2,330,768.

    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 42,337 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $2,168,950.

    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).