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Disclosery

GUARDIAN WEALTH ADVISORS, LLC / NC: VNQ position timeline

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

GUARDIAN WEALTH ADVISORS, LLC / NC held 0 VNQ 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 0 shares
    Change vs previous 13F -1,615 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 1,615 shares
    Change vs previous 13F +1,615 shares

    0.01% of the 13F portfolio, value $143,251.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -419 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 419 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $37,316.

    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).

  5. period ended2025-03-31
    13F 454 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $41,105.

    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).

  6. period ended2024-12-31
    13F 419 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $37,325.

    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).

  7. period ended2024-09-30
    13F 447 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $43,547.

    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).