Guardian Wealth Management, Inc.: COP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guardian Wealth Management, Inc. on COP, newest first. How the timeline and the estimate are built.
Guardian Wealth Management, Inc. held 33,994 COP shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 33,994 sharesChange vs previous 13F +1,287 shares
1.74% of the 13F portfolio, value $3,534,058.
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 32,707 sharesChange vs previous 13F +11,751 shares
2.36% of the 13F portfolio, value $4,317,326.
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 20,956 sharesChange vs previous 13F -11,500 shares
1.15% of the 13F portfolio, value $1,961,777.
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 32,456 sharesChange vs previous 13F +1,564 shares
1.81% of the 13F portfolio, value $3,070,012.
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 30,892 sharesChange vs previous 13F +623 shares
1.85% of the 13F portfolio, value $2,772,246.
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 30,269 sharesChange vs previous 13F +11,907 shares
2.12% of the 13F portfolio, value $3,178,914.
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 18,362 sharesChange vs previous 13F -9,594 shares
1.24% of the 13F portfolio, value $1,820,982.
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 27,956 sharesChange vs previous 13F not available
2.07% of the 13F portfolio, value $2,943,208.
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).