Skip to content

Guardian Wealth Management, Inc.: DIS position timeline

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

Guardian Wealth Management, Inc. held 13,525 DIS 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 13,525 shares
    Change vs previous 13F +432 shares

    0.64% of the 13F portfolio, value $1,301,869.

    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 13,093 shares
    Change vs previous 13F +1,007 shares

    0.69% of the 13F portfolio, value $1,261,991.

    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 12,086 shares
    Change vs previous 13F -613 shares

    0.81% of the 13F portfolio, value $1,375,030.

    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 12,699 shares
    Change vs previous 13F +158 shares

    0.86% of the 13F portfolio, value $1,454,089.

    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 12,541 shares
    Change vs previous 13F -104 shares

    1.04% of the 13F portfolio, value $1,555,216.

    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 12,645 shares
    Change vs previous 13F +2,273 shares

    0.83% of the 13F portfolio, value $1,248,157.

    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 10,372 shares
    Change vs previous 13F -1,377 shares

    0.79% of the 13F portfolio, value $1,154,878.

    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 11,749 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,130,136.

    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).