Skip to content
Disclosery

Guardian Wealth Management, Inc.: SCHB position timeline

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

Guardian Wealth Management, Inc. held 36,953 SCHB 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 36,953 shares
    Change vs previous 13F -7,220 shares

    0.53% of the 13F portfolio, value $1,070,180.

    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 44,173 shares
    Change vs previous 13F -11,289 shares

    0.61% of the 13F portfolio, value $1,108,761.

    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 55,462 shares
    Change vs previous 13F -1,545 shares

    0.85% of the 13F portfolio, value $1,454,788.

    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 57,007 shares
    Change vs previous 13F -1,614 shares

    0.87% of the 13F portfolio, value $1,465,667.

    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 58,621 shares
    Change vs previous 13F -2,946 shares

    0.93% of the 13F portfolio, value $1,396,934.

    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 61,567 shares
    Change vs previous 13F -8,047 shares

    0.88% of the 13F portfolio, value $1,325,545.

    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 69,614 shares
    Change vs previous 13F +46,417 shares

    1.08% of the 13F portfolio, value $1,580,235.

    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 23,197 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,543,064.

    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).