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Disclosery

Guardian Wealth Management, LLC: DFAT position timeline

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

Guardian Wealth Management, LLC held 352,499 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 352,499 shares
    Change vs previous 13F -4,570 shares

    6.91% of the 13F portfolio, value $24,639,695.

    13F-HR 0002095373-26-000003 filed by Guardian Wealth Management, LLC
    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 357,069 shares
    Change vs previous 13F -4,684 shares

    6.76% of the 13F portfolio, value $22,298,973.

    13F-HR 0002095373-26-000002 filed by Guardian Wealth Management, LLC
    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 361,753 shares
    Change vs previous 13F not available

    6.83% of the 13F portfolio, value $21,538,787.

    13F-HR 0002095373-26-000001 filed by Guardian Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).