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Guardian Wealth Advisors, LLC: NEAR position timeline

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

Guardian Wealth Advisors, LLC held 12,573 NEAR 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 12,573 shares
    Change vs previous 13F -1,646 shares

    0.32% of the 13F portfolio, value $636,954.

    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 14,219 shares
    Change vs previous 13F -7,448 shares

    0.42% of the 13F portfolio, value $722,823.

    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 21,667 shares
    Change vs previous 13F -5,639 shares

    0.62% of the 13F portfolio, value $1,107,184.

    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 27,306 shares
    Change vs previous 13F -25,006 shares

    0.79% of the 13F portfolio, value $1,400,252.

    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 52,312 shares
    Change vs previous 13F -9,380 shares

    1.58% of the 13F portfolio, value $2,673,143.

    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 61,692 shares
    Change vs previous 13F +50 shares

    2.01% of the 13F portfolio, value $3,138,272.

    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 61,642 shares
    Change vs previous 13F +1,184 shares

    1.99% of the 13F portfolio, value $3,112,921.

    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 60,458 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $3,097,868.

    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).