Guardian Wealth Management, LLC: DFAR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guardian Wealth Management, LLC on DFAR, newest first. How the timeline and the estimate are built.
Guardian Wealth Management, LLC held 38,346 DFAR shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 38,346 sharesChange vs previous 13F -3,720 shares
0.28% of the 13F portfolio, value $1,003,130.
13F-HR 0002095373-26-000003 filed by Guardian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 42,066 sharesChange vs previous 13F -3,488 shares
0.3% of the 13F portfolio, value $994,867.
13F-HR 0002095373-26-000002 filed by Guardian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 45,554 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $1,043,247.
13F-HR 0002095373-26-000001 filed by Guardian Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).