GUARDIAN WEALTH ADVISORS, LLC / NC: JUCY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GUARDIAN WEALTH ADVISORS, LLC / NC on JUCY, newest first. How the timeline and the estimate are built.
GUARDIAN WEALTH ADVISORS, LLC / NC held 623,093 JUCY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 623,093 sharesChange vs previous 13F -382 shares
0.78% of the 13F portfolio, value $13,695,582.
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 623,475 sharesChange vs previous 13F -25,635 shares
0.88% of the 13F portfolio, value $13,809,968.
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 649,110 sharesChange vs previous 13F -65,768 shares
0.9% of the 13F portfolio, value $14,410,244.
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 714,878 sharesChange vs previous 13F -1,702,618 shares
1.04% of the 13F portfolio, value $15,931,062.
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 2,417,496 sharesChange vs previous 13F -98,966 shares
3.78% of the 13F portfolio, value $53,740,926.
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 2,516,462 sharesChange vs previous 13F +140,465 shares
4.59% of the 13F portfolio, value $57,450,823.
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 2,375,997 sharesChange vs previous 13F +68,118 shares
4.32% of the 13F portfolio, value $54,101,443.
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 2,307,879 sharesChange vs previous 13F not available
5.8% of the 13F portfolio, value $53,565,866.
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).