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Guardian Wealth Management, LLC: VHT position timeline

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

Guardian Wealth Management, LLC held 14,985 VHT 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 14,985 shares
    Change vs previous 13F +528 shares

    1.26% of the 13F portfolio, value $4,480,718.

    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 14,457 shares
    Change vs previous 13F +169 shares

    1.19% of the 13F portfolio, value $3,937,123.

    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 14,288 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $4,112,852.

    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).