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Guardian Wealth Advisors, LLC: IWR position timeline

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

Guardian Wealth Advisors, LLC held 18,130 IWR 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 18,130 shares
    Change vs previous 13F -166 shares

    1% of the 13F portfolio, value $2,000,104.

    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 18,296 shares
    Change vs previous 13F -2,082 shares

    1.02% of the 13F portfolio, value $1,778,916.

    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 20,378 shares
    Change vs previous 13F -334 shares

    1.11% of the 13F portfolio, value $1,961,773.

    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 20,712 shares
    Change vs previous 13F -1,889 shares

    1.13% of the 13F portfolio, value $1,999,709.

    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 22,601 shares
    Change vs previous 13F -4,784 shares

    1.23% of the 13F portfolio, value $2,078,645.

    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 27,385 shares
    Change vs previous 13F -4,295 shares

    1.49% of the 13F portfolio, value $2,329,650.

    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 31,680 shares
    Change vs previous 13F -4,835 shares

    1.79% of the 13F portfolio, value $2,800,478.

    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 36,515 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $3,218,458.

    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).