Skip to content

Guardian Wealth Management, LLC: WMT position timeline

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

Guardian Wealth Management, LLC held 2,078 WMT 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 2,078 shares
    Change vs previous 13F -10 shares

    0.07% of the 13F portfolio, value $235,354.

    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 2,088 shares
    Change vs previous 13F -6 shares

    0.08% of the 13F portfolio, value $259,497.

    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 2,094 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $233,293.

    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).