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Guardian Wealth Advisors, LLC: SCHE position timeline

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

Guardian Wealth Advisors, LLC held 8,782 SCHE 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 8,782 shares
    Change vs previous 13F -51 shares

    0.16% of the 13F portfolio, value $318,450.

    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 8,833 shares
    Change vs previous 13F +125 shares

    0.17% of the 13F portfolio, value $291,041.

    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 8,708 shares
    Change vs previous 13F +59 shares

    0.16% of the 13F portfolio, value $285,177.

    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 8,649 shares
    Change vs previous 13F +15 shares

    0.16% of the 13F portfolio, value $288,608.

    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 8,634 shares
    Change vs previous 13F +5 shares

    0.15% of the 13F portfolio, value $260,239.

    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 8,629 shares
    Change vs previous 13F +95 shares

    0.15% of the 13F portfolio, value $237,901.

    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 8,534 shares
    Change vs previous 13F +312 shares

    0.15% of the 13F portfolio, value $227,260.

    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 8,222 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $239,930.

    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).