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Disclosery

Guardian Wealth Management, Inc.: STAG position timeline

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

Guardian Wealth Management, Inc. held 56,342 STAG 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 56,342 shares
    Change vs previous 13F +2,529 shares

    1.05% of the 13F portfolio, value $2,144,378.

    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 53,813 shares
    Change vs previous 13F +2,641 shares

    1.06% of the 13F portfolio, value $1,940,498.

    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 51,172 shares
    Change vs previous 13F -592 shares

    1.1% of the 13F portfolio, value $1,881,092.

    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 51,764 shares
    Change vs previous 13F +1,866 shares

    1.08% of the 13F portfolio, value $1,826,770.

    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 49,898 shares
    Change vs previous 13F +797 shares

    1.21% of the 13F portfolio, value $1,810,293.

    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 49,101 shares
    Change vs previous 13F +5,767 shares

    1.18% of the 13F portfolio, value $1,773,561.

    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 43,334 shares
    Change vs previous 13F -3,112 shares

    1% of the 13F portfolio, value $1,465,557.

    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 46,446 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,815,574.

    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).