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Disclosery

Guardian Financial Partners, LLC: TAXX position timeline

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

Guardian Financial Partners, LLC held 0 TAXX shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -5,289 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 5,289 shares
    Change vs previous 13F -26,775 shares

    0.11% of the 13F portfolio, value $268,274.

    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).

  3. period ended2025-09-30
    13F 32,064 shares
    Change vs previous 13F -25 shares

    0.69% of the 13F portfolio, value $1,634,608.

    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).

  4. period ended2025-06-30
    13F 32,089 shares
    Change vs previous 13F +2,811 shares

    0.74% of the 13F portfolio, value $1,638,132.

    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).

  5. period ended2025-03-31
    13F 29,278 shares
    Change vs previous 13F -873 shares

    0.71% of the 13F portfolio, value $1,480,575.

    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).

  6. period ended2024-12-31
    13F 30,151 shares
    Change vs previous 13F +3,493 shares

    0.9% of the 13F portfolio, value $1,518,646.

    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).

  7. period ended2024-09-30
    13F 26,658 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,353,960.

    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).