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Disclosery

Guardian Wealth Management, Inc.: BSM position timeline

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

Guardian Wealth Management, Inc. held 11,778 BSM 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 11,778 shares
    Change vs previous 13F -629 shares

    0.08% of the 13F portfolio, value $164,541.

    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 12,407 shares
    Change vs previous 13F +51 shares

    0.1% of the 13F portfolio, value $187,601.

    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 12,356 shares
    Change vs previous 13F +39 shares

    0.1% of the 13F portfolio, value $164,213.

    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 12,317 shares
    Change vs previous 13F +235 shares

    0.1% of the 13F portfolio, value $161,845.

    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 12,082 shares
    Change vs previous 13F +72 shares

    0.11% of the 13F portfolio, value $158,029.

    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 12,010 shares
    Change vs previous 13F +1,553 shares

    0.12% of the 13F portfolio, value $183,401.

    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 10,457 shares
    Change vs previous 13F -2,557 shares

    0.1% of the 13F portfolio, value $152,670.

    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 13,014 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $196,511.

    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).