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Disclosery

Guardian Wealth Management, Inc.: CASH position timeline

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

Guardian Wealth Management, Inc. held 57,305 CASH 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 57,305 shares
    Change vs previous 13F +1,869 shares

    2.45% of the 13F portfolio, value $4,989,014.

    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 55,436 shares
    Change vs previous 13F +7,207 shares

    2.7% of the 13F portfolio, value $4,946,559.

    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 48,229 shares
    Change vs previous 13F +7,684 shares

    2.01% of the 13F portfolio, value $3,424,259.

    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 40,545 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $3,000,735.

    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).