Skip to content
Disclosery

GUARDIAN WEALTH ADVISORS, LLC / NC: USMV position timeline

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

GUARDIAN WEALTH ADVISORS, LLC / NC held 32,037 USMV 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 32,037 shares
    Change vs previous 13F -216 shares

    0.18% of the 13F portfolio, value $3,090,304.

    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 32,253 shares
    Change vs previous 13F -2,560 shares

    0.19% of the 13F portfolio, value $2,991,169.

    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 34,813 shares
    Change vs previous 13F +1,565 shares

    0.21% of the 13F portfolio, value $3,278,006.

    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 33,248 shares
    Change vs previous 13F -33 shares

    0.21% of the 13F portfolio, value $3,163,187.

    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 33,281 shares
    Change vs previous 13F -407 shares

    0.22% of the 13F portfolio, value $3,124,125.

    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 33,688 shares
    Change vs previous 13F -918 shares

    0.25% of the 13F portfolio, value $3,155,198.

    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 34,606 shares
    Change vs previous 13F +33,902 shares

    0.25% of the 13F portfolio, value $3,072,664.

    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 704 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $64,282.

    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).