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Disclosery

Guardian Financial Partners, LLC: VYM position timeline

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

Guardian Financial Partners, LLC held 53,912 VYM 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 53,912 shares
    Change vs previous 13F +1,627 shares

    3.32% of the 13F portfolio, value $8,519,697.

    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 52,285 shares
    Change vs previous 13F -4,872 shares

    3.27% of the 13F portfolio, value $7,743,342.

    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 57,157 shares
    Change vs previous 13F -4,791 shares

    3.46% of the 13F portfolio, value $8,203,148.

    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 61,948 shares
    Change vs previous 13F +2,803 shares

    3.68% of the 13F portfolio, value $8,731,608.

    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).

  5. period ended2025-06-30
    13F 59,145 shares
    Change vs previous 13F +2,367 shares

    3.54% of the 13F portfolio, value $7,884,574.

    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 56,778 shares
    Change vs previous 13F +3,552 shares

    3.5% of the 13F portfolio, value $7,322,102.

    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 53,226 shares
    Change vs previous 13F +3,300 shares

    4.03% of the 13F portfolio, value $6,791,161.

    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 49,926 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $6,400,463.

    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).