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Guardian Wealth Advisors, LLC: IVE position timeline

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

Guardian Wealth Advisors, LLC held 20,607 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,607 shares
    Change vs previous 13F -258 shares

    2.34% of the 13F portfolio, value $4,678,930.

    13F-HR 0001858828-26-000003 filed by Guardian Wealth Advisors, 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 20,865 shares
    Change vs previous 13F -632 shares

    2.53% of the 13F portfolio, value $4,405,736.

    13F-HR 0001858828-26-000002 filed by Guardian Wealth Advisors, 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 21,497 shares
    Change vs previous 13F -2,126 shares

    2.57% of the 13F portfolio, value $4,558,936.

    13F-HR 0001858828-26-000001 filed by Guardian Wealth Advisors, 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 23,623 shares
    Change vs previous 13F -3,942 shares

    2.77% of the 13F portfolio, value $4,878,336.

    13F-HR 0001858828-25-000008 filed by Guardian Wealth Advisors, 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 27,565 shares
    Change vs previous 13F -4,386 shares

    3.19% of the 13F portfolio, value $5,386,780.

    13F-HR 0001858828-25-000006 filed by Guardian Wealth Advisors, 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 31,951 shares
    Change vs previous 13F -10,562 shares

    3.91% of the 13F portfolio, value $6,089,265.

    13F-HR 0001858828-25-000002 filed by Guardian Wealth Advisors, 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 42,513 shares
    Change vs previous 13F -15,510 shares

    5.2% of the 13F portfolio, value $8,114,888.

    13F-HR 0001858828-25-000001 filed by Guardian Wealth Advisors, 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 58,023 shares
    Change vs previous 13F not available

    7.06% of the 13F portfolio, value $11,440,474.

    13F-HR 0001858828-24-000008 filed by Guardian Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).