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Guardian Wealth Advisors, LLC: SPYV position timeline

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

Guardian Wealth Advisors, LLC held 219,716 SPYV 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 219,716 shares
    Change vs previous 13F +3,350 shares

    6.68% of the 13F portfolio, value $13,356,530.

    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 216,366 shares
    Change vs previous 13F +1,059 shares

    7.04% of the 13F portfolio, value $12,241,962.

    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 215,307 shares
    Change vs previous 13F +10,140 shares

    6.9% of the 13F portfolio, value $12,231,613.

    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 205,167 shares
    Change vs previous 13F +22,222 shares

    6.44% of the 13F portfolio, value $11,351,912.

    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 182,945 shares
    Change vs previous 13F +32,810 shares

    5.67% of the 13F portfolio, value $9,575,367.

    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 150,135 shares
    Change vs previous 13F +52,906 shares

    4.92% of the 13F portfolio, value $7,667,400.

    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 97,229 shares
    Change vs previous 13F +59,487 shares

    3.19% of the 13F portfolio, value $4,972,313.

    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 37,742 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $1,995,039.

    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).