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Disclosery

GUARDIAN WEALTH ADVISORS, LLC / NC: AJG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GUARDIAN WEALTH ADVISORS, LLC / NC on AJG, newest first. How the timeline and the estimate are built.

GUARDIAN WEALTH ADVISORS, LLC / NC held 0 AJG shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -935 shares

    13F-HR 0001398344-26-009209 filed by GUARDIAN WEALTH ADVISORS, LLC / NC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 935 shares
    Change vs previous 13F +34 shares

    0.02% of the 13F portfolio, value $241,969.

    13F-HR 0001398344-26-003216 filed by GUARDIAN WEALTH ADVISORS, LLC / NC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 901 shares
    Change vs previous 13F -8 shares

    0.02% of the 13F portfolio, value $279,076.

    13F-HR 0001398344-25-020894 filed by GUARDIAN WEALTH ADVISORS, LLC / NC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 909 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $290,989.

    13F-HR 0001398344-25-015391 filed by GUARDIAN WEALTH ADVISORS, LLC / NC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 899 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $310,371.

    13F-HR 0001398344-25-009451 filed by GUARDIAN WEALTH ADVISORS, LLC / NC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 890 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $252,626.

    13F-HR 0001398344-25-002781 filed by GUARDIAN WEALTH ADVISORS, LLC / NC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 877 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $246,761.

    13F-HR 0001398344-24-020706 filed by GUARDIAN WEALTH ADVISORS, LLC / NC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).