Guardian Wealth Management, Inc.: AYI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guardian Wealth Management, Inc. on AYI, newest first. How the timeline and the estimate are built.
Guardian Wealth Management, Inc. held 11,316 AYI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 11,316 sharesChange vs previous 13F +473 shares
2.09% of the 13F portfolio, value $4,262,593.
13F-HR 0001910205-26-000003 filed by Guardian Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,843 sharesChange vs previous 13F +1,028 shares
1.66% of the 13F portfolio, value $3,038,687.
13F-HR 0001910205-26-000002 filed by Guardian Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,815 sharesChange vs previous 13F +3 shares
2.08% of the 13F portfolio, value $3,533,889.
13F-HR 0001910205-26-000001 filed by Guardian Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,812 sharesChange vs previous 13F +332 shares
2% of the 13F portfolio, value $3,379,019.
13F-HR 0001910205-25-000007 filed by Guardian Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,480 sharesChange vs previous 13F +123 shares
1.88% of the 13F portfolio, value $2,828,435.
13F-HR 0001910205-25-000005 filed by Guardian Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,357 sharesChange vs previous 13F +573 shares
1.65% of the 13F portfolio, value $2,464,363.
13F-HR 0001910205-25-000002 filed by Guardian Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,784 sharesChange vs previous 13F +230 shares
1.75% of the 13F portfolio, value $2,565,945.
13F-HR 0001910205-25-000001 filed by Guardian Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,554 sharesChange vs previous 13F not available
1.66% of the 13F portfolio, value $2,355,686.
13F-HR 0001910205-24-000005 filed by Guardian Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).