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GUARDIAN WEALTH ADVISORS, LLC / NC: JCPB position timeline

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

GUARDIAN WEALTH ADVISORS, LLC / NC held 617,587 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 617,587 shares
    Change vs previous 13F +3,113 shares

    1.64% of the 13F portfolio, value $28,989,512.

    13F-HR 0001398344-26-014482 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).

  2. period ended2026-03-31
    13F 614,474 shares
    Change vs previous 13F +32,679 shares

    1.84% of the 13F portfolio, value $28,929,433.

    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).

  3. period ended2025-12-31
    13F 581,795 shares
    Change vs previous 13F +13,702 shares

    1.73% of the 13F portfolio, value $27,570,331.

    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).

  4. period ended2025-09-30
    13F 568,093 shares
    Change vs previous 13F +58,203 shares

    1.76% of the 13F portfolio, value $27,012,822.

    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).

  5. period ended2025-06-30
    13F 509,890 shares
    Change vs previous 13F +39,701 shares

    1.69% of the 13F portfolio, value $23,995,442.

    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).

  6. period ended2025-03-31
    13F 470,189 shares
    Change vs previous 13F +21,655 shares

    1.77% of the 13F portfolio, value $22,117,692.

    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).

  7. period ended2024-12-31
    13F 448,534 shares
    Change vs previous 13F +97,542 shares

    1.65% of the 13F portfolio, value $20,664,180.

    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).

  8. period ended2024-09-30
    13F 350,992 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $16,931,854.

    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).