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GUARDIAN CAPITAL LP: UL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GUARDIAN CAPITAL LP on UL, newest first. How the timeline and the estimate are built.

GUARDIAN CAPITAL LP held 181,405 UL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,405 shares
    Change vs previous 13F -8,259 shares

    0.21% of the 13F portfolio, value $10,906,069.

    13F-HR 0001062993-26-004401 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    • GUARDIAN CAPITAL LP: 151,981 shares
    • Guardian Partners Inc.: 29,424 shares

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

  2. period ended2026-03-31
    13F 189,664 shares
    Change vs previous 13F +3,254 shares

    0.22% of the 13F portfolio, value $10,811,291.

    13F-HR 0001062993-26-002683 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    • GUARDIAN CAPITAL LP: 145,046 shares
    • Guardian Partners Inc.: 44,618 shares

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

  3. period ended2025-12-31
    13F 186,410 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $12,427,723.

    13F-HR 0001062993-26-001013 filed by GUARDIAN CAPITAL LP
    Filed (acceptance time not in the bulk data set), ingested

    • GUARDIAN CAPITAL LP: 140,642 shares
    • Guardian Partners Inc.: 45,768 shares

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