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Disclosery

Guardian Wealth Management, Inc.: UTI position timeline

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

Guardian Wealth Management, Inc. held 141,544 UTI 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 141,544 shares
    Change vs previous 13F -1,581 shares

    2.97% of the 13F portfolio, value $6,053,837.

    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 143,125 shares
    Change vs previous 13F +5,434 shares

    2.82% of the 13F portfolio, value $5,166,813.

    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 137,691 shares
    Change vs previous 13F -4,650 shares

    2.11% of the 13F portfolio, value $3,597,866.

    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 142,341 shares
    Change vs previous 13F +200 shares

    2.74% of the 13F portfolio, value $4,633,200.

    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 142,141 shares
    Change vs previous 13F +5,193 shares

    3.21% of the 13F portfolio, value $4,817,158.

    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 136,948 shares
    Change vs previous 13F +6,804 shares

    2.35% of the 13F portfolio, value $3,516,825.

    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 130,144 shares
    Change vs previous 13F +43,591 shares

    2.28% of the 13F portfolio, value $3,346,002.

    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 86,553 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,407,352.

    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).