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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

  1. period ended2026-06-30
    13F 11,316 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 10,843 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 9,815 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 9,812 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 9,480 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 9,357 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 8,784 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 8,554 shares
    Change 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), ingested

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