Guardian Wealth Management, Inc.: WBD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guardian Wealth Management, Inc. on WBD, newest first. How the timeline and the estimate are built.
Guardian Wealth Management, Inc. held 57,402 WBD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 57,402 sharesChange vs previous 13F -4,746 shares
0.75% of the 13F portfolio, value $1,530,337.
13F-HR 0001910205-26-000003 filed by Guardian Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 62,148 sharesChange vs previous 13F +5,253 shares
0.93% of the 13F portfolio, value $1,706,584.
13F-HR 0001910205-26-000002 filed by Guardian Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 56,895 sharesChange vs previous 13F -599 shares
0.96% of the 13F portfolio, value $1,639,714.
13F-HR 0001910205-26-000001 filed by Guardian Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 57,494 sharesChange vs previous 13F +263 shares
0.66% of the 13F portfolio, value $1,122,858.
13F-HR 0001910205-25-000007 filed by Guardian Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 57,231 sharesChange vs previous 13F -498 shares
0.44% of the 13F portfolio, value $655,867.
13F-HR 0001910205-25-000005 filed by Guardian Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 57,729 sharesChange vs previous 13F +21,712 shares
0.41% of the 13F portfolio, value $619,432.
13F-HR 0001910205-25-000002 filed by Guardian Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 36,017 sharesChange vs previous 13F -21,483 shares
0.26% of the 13F portfolio, value $380,700.
13F-HR 0001910205-25-000001 filed by Guardian Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 57,500 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $474,375.
13F-HR 0001910205-24-000005 filed by Guardian Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).