Skip to content
Disclosery

Guardian Wealth Management, Inc.: VBR position timeline

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

Guardian Wealth Management, Inc. held 2,547 VBR 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 2,547 shares
    Change vs previous 13F +45 shares

    0.3% of the 13F portfolio, value $619,095.

    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 2,502 shares
    Change vs previous 13F -41 shares

    0.3% of the 13F portfolio, value $543,667.

    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 2,543 shares
    Change vs previous 13F +39 shares

    0.32% of the 13F portfolio, value $538,685.

    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 2,504 shares
    Change vs previous 13F +36 shares

    0.31% of the 13F portfolio, value $522,704.

    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 2,468 shares
    Change vs previous 13F +14 shares

    0.32% of the 13F portfolio, value $481,374.

    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 2,454 shares
    Change vs previous 13F +148 shares

    0.31% of the 13F portfolio, value $457,241.

    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 2,306 shares
    Change vs previous 13F -659 shares

    0.31% of the 13F portfolio, value $456,979.

    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 2,965 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $595,313.

    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).