Advertisement
Screener

Guardian Capital, LLC Last Quarter Change: USA Funds, Sold Out

Guardian Capital, LLC quarter change: USA Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Guardian Capital, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 2083963): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
CDM FINANCIAL COUNSELING SERVICES, INC.United States$0.105B80
FORTERIS WEALTH MANAGEMENT INC.United States$0.104B68
HANSEATIC MANAGEMENT SERVICES INCUnited States$0.104B80
JHP Wealth Management, LLCUnited States$0.105B32
Purewater Capital LLCUnited States$0.104B69
McLaughlin Asset Management, Inc.United States$0.105B91
Kilner Capital Advisors, LLCUnited States$0.104B18
Stonebridge Wealth Management, LLCUnited States$0.104B36
Waycross Investment Management CoUnited States$0.105B44
Signet Private Wealth LLCUnited States$0.105B118