Skip to content

Guardian Wealth Management, LLC: DFNM position timeline

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

Guardian Wealth Management, LLC held 198,012 DFNM 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 198,012 shares
    Change vs previous 13F +11,128 shares

    2.68% of the 13F portfolio, value $9,570,895.

    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 186,884 shares
    Change vs previous 13F +38,488 shares

    2.72% of the 13F portfolio, value $8,957,335.

    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 148,396 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $7,148,220.

    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).