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Disclosery

Guardian Wealth Management, Inc.: VCSH position timeline

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

Guardian Wealth Management, Inc. held 65,551 VCSH 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 65,551 shares
    Change vs previous 13F +10,178 shares

    2.55% of the 13F portfolio, value $5,180,501.

    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 55,373 shares
    Change vs previous 13F +9,335 shares

    2.4% of the 13F portfolio, value $4,389,472.

    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 46,038 shares
    Change vs previous 13F +8,491 shares

    2.16% of the 13F portfolio, value $3,670,660.

    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 37,547 shares
    Change vs previous 13F +5,816 shares

    1.77% of the 13F portfolio, value $3,001,177.

    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 31,731 shares
    Change vs previous 13F +1,143 shares

    1.68% of the 13F portfolio, value $2,522,583.

    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 30,588 shares
    Change vs previous 13F +9,251 shares

    1.61% of the 13F portfolio, value $2,414,678.

    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 21,337 shares
    Change vs previous 13F +12,976 shares

    1.13% of the 13F portfolio, value $1,664,509.

    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 8,361 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $664,031.

    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).