Skip to content

Guardian Wealth Management, Inc.: APO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guardian Wealth Management, Inc. on APO, newest first. How the timeline and the estimate are built.

Guardian Wealth Management, Inc. held 48,895 APO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,895 shares
    Change vs previous 13F +1,310 shares

    2.84% of the 13F portfolio, value $5,784,780.

    13F-HR 0001910205-26-000003 filed by Guardian Wealth Management, Inc.
    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 47,585 shares
    Change vs previous 13F +3,534 shares

    2.89% of the 13F portfolio, value $5,302,005.

    13F-HR 0001910205-26-000002 filed by Guardian Wealth Management, Inc.
    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 44,051 shares
    Change vs previous 13F -1,108 shares

    3.75% of the 13F portfolio, value $6,376,837.

    13F-HR 0001910205-26-000001 filed by Guardian Wealth Management, Inc.
    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 45,159 shares
    Change vs previous 13F +1,631 shares

    3.56% of the 13F portfolio, value $6,018,403.

    13F-HR 0001910205-25-000007 filed by Guardian Wealth Management, Inc.
    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 43,528 shares
    Change vs previous 13F +200 shares

    4.11% of the 13F portfolio, value $6,175,254.

    13F-HR 0001910205-25-000005 filed by Guardian Wealth Management, Inc.
    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 43,328 shares
    Change vs previous 13F +1,923 shares

    3.96% of the 13F portfolio, value $5,933,357.

    13F-HR 0001910205-25-000002 filed by Guardian Wealth Management, Inc.
    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 41,405 shares
    Change vs previous 13F +1,103 shares

    4.66% of the 13F portfolio, value $6,838,396.

    13F-HR 0001910205-25-000001 filed by Guardian Wealth Management, Inc.
    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 40,302 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $5,034,123.

    13F-HR 0001910205-24-000005 filed by Guardian Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).