GUARDIAN WEALTH ADVISORS, LLC / NC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GUARDIAN WEALTH ADVISORS, LLC / NC on DIS, newest first. How the timeline and the estimate are built.
GUARDIAN WEALTH ADVISORS, LLC / NC held 4,924 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 4,924 sharesChange vs previous 13F -143 shares
0.03% of the 13F portfolio, value $473,915.
13F-HR 0001398344-26-014482 filed by GUARDIAN WEALTH ADVISORS, LLC / NC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,067 sharesChange vs previous 13F -92 shares
0.03% of the 13F portfolio, value $488,320.
13F-HR 0001398344-26-009209 filed by GUARDIAN WEALTH ADVISORS, LLC / NC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,159 sharesChange vs previous 13F -8,512 shares
0.04% of the 13F portfolio, value $587,153.
13F-HR 0001398344-26-003216 filed by GUARDIAN WEALTH ADVISORS, LLC / NC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,671 sharesChange vs previous 13F -325 shares
0.1% of the 13F portfolio, value $1,565,380.
13F-HR 0001398344-25-020894 filed by GUARDIAN WEALTH ADVISORS, LLC / NC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,996 sharesChange vs previous 13F +7,255 shares
0.12% of the 13F portfolio, value $1,739,549.
13F-HR 0001398344-25-015391 filed by GUARDIAN WEALTH ADVISORS, LLC / NC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,741 sharesChange vs previous 13F -40 shares
0.05% of the 13F portfolio, value $665,372.
13F-HR 0001398344-25-009451 filed by GUARDIAN WEALTH ADVISORS, LLC / NC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,781 sharesChange vs previous 13F +1,052 shares
0.06% of the 13F portfolio, value $755,055.
13F-HR 0001398344-25-002781 filed by GUARDIAN WEALTH ADVISORS, LLC / NC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,729 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $551,040.
13F-HR 0001398344-24-020706 filed by GUARDIAN WEALTH ADVISORS, LLC / NC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).