Guardian Wealth Management, Inc.: MA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guardian Wealth Management, Inc. on MA, newest first. How the timeline and the estimate are built.
Guardian Wealth Management, Inc. held 4,587 MA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 4,587 sharesChange vs previous 13F +141 shares
1.16% of the 13F portfolio, value $2,356,342.
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 4,446 sharesChange vs previous 13F +131 shares
1.21% of the 13F portfolio, value $2,221,667.
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 4,315 sharesChange vs previous 13F -35 shares
1.45% of the 13F portfolio, value $2,463,381.
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 4,350 sharesChange vs previous 13F +40 shares
1.46% of the 13F portfolio, value $2,474,317.
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 4,310 sharesChange vs previous 13F +28 shares
1.61% of the 13F portfolio, value $2,421,493.
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 4,282 sharesChange vs previous 13F +157 shares
1.57% of the 13F portfolio, value $2,347,318.
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 4,125 sharesChange vs previous 13F -4 shares
1.48% of the 13F portfolio, value $2,172,089.
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 4,129 sharesChange vs previous 13F not available
1.44% of the 13F portfolio, value $2,038,900.
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).