Guardian Wealth Management, Inc.: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guardian Wealth Management, Inc. on LLY, newest first. How the timeline and the estimate are built.
Guardian Wealth Management, Inc. held 7,823 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 7,823 sharesChange vs previous 13F +300 shares
4.61% of the 13F portfolio, value $9,384,139.
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 7,523 sharesChange vs previous 13F +343 shares
3.78% of the 13F portfolio, value $6,919,753.
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 7,180 sharesChange vs previous 13F +39 shares
4.53% of the 13F portfolio, value $7,716,245.
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 7,141 sharesChange vs previous 13F +104 shares
3.22% of the 13F portfolio, value $5,448,665.
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 7,037 sharesChange vs previous 13F -527 shares
3.65% of the 13F portfolio, value $5,485,224.
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 7,564 sharesChange vs previous 13F +39 shares
4.17% of the 13F portfolio, value $6,247,277.
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 7,525 sharesChange vs previous 13F -551 shares
3.96% of the 13F portfolio, value $5,809,086.
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 8,076 sharesChange vs previous 13F not available
5.04% of the 13F portfolio, value $7,154,851.
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).