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Disclosery

Guardian Wealth Management, Inc.: SSNC position timeline

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

Guardian Wealth Management, Inc. held 78,891 SSNC 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 78,891 shares
    Change vs previous 13F +3,448 shares

    2.41% of the 13F portfolio, value $4,895,224.

    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 75,443 shares
    Change vs previous 13F +18,449 shares

    2.78% of the 13F portfolio, value $5,097,748.

    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 56,994 shares
    Change vs previous 13F -517 shares

    2.93% of the 13F portfolio, value $4,982,500.

    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 57,511 shares
    Change vs previous 13F +1,495 shares

    3.02% of the 13F portfolio, value $5,104,674.

    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 56,016 shares
    Change vs previous 13F +20,400 shares

    3.09% of the 13F portfolio, value $4,638,187.

    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 35,616 shares
    Change vs previous 13F +1,675 shares

    1.99% of the 13F portfolio, value $2,975,029.

    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 33,941 shares
    Change vs previous 13F -2 shares

    1.75% of the 13F portfolio, value $2,572,041.

    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 33,943 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $2,518,910.

    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).