Guardian Wealth Advisors, LLC: CB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guardian Wealth Advisors, LLC on CB, newest first. How the timeline and the estimate are built.
Guardian Wealth Advisors, LLC held 1,257 CB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 1,257 sharesChange vs previous 13F +51 shares
0.21% of the 13F portfolio, value $428,259.
13F-HR 0001858828-26-000003 filed by Guardian Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,206 sharesChange vs previous 13F -20 shares
0.23% of the 13F portfolio, value $392,968.
13F-HR 0001858828-26-000002 filed by Guardian Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,226 sharesChange vs previous 13F +112 shares
0.22% of the 13F portfolio, value $382,797.
13F-HR 0001858828-26-000001 filed by Guardian Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,114 sharesChange vs previous 13F +64 shares
0.18% of the 13F portfolio, value $314,476.
13F-HR 0001858828-25-000008 filed by Guardian Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,050 sharesChange vs previous 13F +21 shares
0.18% of the 13F portfolio, value $304,131.
13F-HR 0001858828-25-000006 filed by Guardian Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,029 sharesChange vs previous 13F -3 shares
0.2% of the 13F portfolio, value $310,849.
13F-HR 0001858828-25-000002 filed by Guardian Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,032 sharesChange vs previous 13F -85 shares
0.18% of the 13F portfolio, value $285,121.
13F-HR 0001858828-25-000001 filed by Guardian Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,117 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $322,000.
13F-HR 0001858828-24-000008 filed by Guardian Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).