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Disclosery

Guardian Wealth Management, LLC: DFUS position timeline

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

Guardian Wealth Management, LLC held 494,759 DFUS 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 494,759 shares
    Change vs previous 13F -2,521 shares

    11.37% of the 13F portfolio, value $40,540,568.

    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 497,280 shares
    Change vs previous 13F +19,410 shares

    10.7% of the 13F portfolio, value $35,262,138.

    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 477,870 shares
    Change vs previous 13F not available

    11.24% of the 13F portfolio, value $35,443,632.

    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).