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GUARDIAN WEALTH ADVISORS, LLC / NC: SCHX position timeline

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

GUARDIAN WEALTH ADVISORS, LLC / NC held 2,849,825 SCHX 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 2,849,825 shares
    Change vs previous 13F +77,447 shares

    4.75% of the 13F portfolio, value $83,870,354.

    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 2,772,378 shares
    Change vs previous 13F +150,206 shares

    4.52% of the 13F portfolio, value $71,083,785.

    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 2,622,172 shares
    Change vs previous 13F +126,713 shares

    4.43% of the 13F portfolio, value $70,562,662.

    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 2,495,459 shares
    Change vs previous 13F +5,990 shares

    4.29% of the 13F portfolio, value $65,730,393.

    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 2,489,469 shares
    Change vs previous 13F +107,297 shares

    4.28% of the 13F portfolio, value $60,842,614.

    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 2,382,172 shares
    Change vs previous 13F +52,314 shares

    4.21% of the 13F portfolio, value $52,598,349.

    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 2,329,858 shares
    Change vs previous 13F +1,548,172 shares

    4.32% of the 13F portfolio, value $54,006,110.

    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 781,686 shares
    Change vs previous 13F not available

    5.74% of the 13F portfolio, value $53,037,426.

    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).