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Disclosery

GUARDIAN CAPITAL LP: WFG position timeline

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

GUARDIAN CAPITAL LP held 18,235 WFG 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 18,235 shares
    Change vs previous 13F +296 shares

    0.02% of the 13F portfolio, value $1,234,012.

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

    • GUARDIAN CAPITAL LP: 17,747 shares
    • Guardian Partners Inc.: 488 shares

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

  2. period ended2026-03-31
    13F 17,939 shares
    Change vs previous 13F -41 shares

    0.03% of the 13F portfolio, value $1,167,948.

    13F-HR 0001062993-26-002683 filed by GUARDIAN CAPITAL LP
    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 17,980 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,099,069.

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

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