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Guardian Wealth Advisors, LLC: IWM position timeline

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

Guardian Wealth Advisors, LLC held 74,847 IWM 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 74,847 shares
    Change vs previous 13F -1,264 shares

    11.25% of the 13F portfolio, value $22,487,883.

    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 76,111 shares
    Change vs previous 13F -2,248 shares

    10.85% of the 13F portfolio, value $18,875,612.

    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 78,359 shares
    Change vs previous 13F -1,813 shares

    10.88% of the 13F portfolio, value $19,288,800.

    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 80,172 shares
    Change vs previous 13F +299 shares

    11% of the 13F portfolio, value $19,398,397.

    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 79,873 shares
    Change vs previous 13F +3,194 shares

    10.2% of the 13F portfolio, value $17,235,714.

    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 76,679 shares
    Change vs previous 13F +4,539 shares

    9.81% of the 13F portfolio, value $15,296,636.

    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 72,140 shares
    Change vs previous 13F -842 shares

    10.22% of the 13F portfolio, value $15,940,127.

    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 72,982 shares
    Change vs previous 13F not available

    9.95% of the 13F portfolio, value $16,121,067.

    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).