GUARDIAN WEALTH ADVISORS, LLC / NC: VB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GUARDIAN WEALTH ADVISORS, LLC / NC on VB, newest first. How the timeline and the estimate are built.
GUARDIAN WEALTH ADVISORS, LLC / NC held 9,672 VB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 9,672 sharesChange vs previous 13F +375 shares
0.17% of the 13F portfolio, value $2,931,896.
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 9,297 sharesChange vs previous 13F -22 shares
0.15% of the 13F portfolio, value $2,434,970.
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 9,319 sharesChange vs previous 13F +310 shares
0.15% of the 13F portfolio, value $2,403,896.
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 9,009 sharesChange vs previous 13F +284 shares
0.15% of the 13F portfolio, value $2,292,815.
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 8,725 sharesChange vs previous 13F +648 shares
0.15% of the 13F portfolio, value $2,069,680.
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 8,077 sharesChange vs previous 13F +442 shares
0.14% of the 13F portfolio, value $1,791,164.
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 7,635 sharesChange vs previous 13F +1,459 shares
0.15% of the 13F portfolio, value $1,834,501.
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 6,176 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $1,465,009.
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).