Skip to content
Disclosery

GUARDIAN WEALTH ADVISORS, LLC / NC: SCHM position timeline

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

GUARDIAN WEALTH ADVISORS, LLC / NC held 12,130 SCHM 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 12,130 shares
    Change vs previous 13F -2,029 shares

    0.03% of the 13F portfolio, value $447,245.

    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 14,159 shares
    Change vs previous 13F +808 shares

    0.03% of the 13F portfolio, value $438,373.

    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 13,351 shares
    Change vs previous 13F +66 shares

    0.03% of the 13F portfolio, value $401,451.

    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 13,285 shares
    Change vs previous 13F -254 shares

    0.03% of the 13F portfolio, value $393,773.

    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 13,539 shares
    Change vs previous 13F +21 shares

    0.03% of the 13F portfolio, value $379,771.

    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 13,518 shares
    Change vs previous 13F -323 shares

    0.03% of the 13F portfolio, value $354,166.

    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 13,841 shares
    Change vs previous 13F +10,542 shares

    0.03% of the 13F portfolio, value $383,542.

    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 3,299 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $274,089.

    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).