Advertisement
Screener

Guardian Wealth Advisors, LLC Historic Quarter Change: USA Other Stocks, Sold Out

Guardian Wealth Advisors, LLC historic quarter change: USA Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Guardian Wealth Advisors, LLC opened 0 positions, added to 2, reduced 1 and sold out of 1.

  • Q1 2025: Stock AMCOR PLC; Country of operation —; Class ORD; Shares before 14,179.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1858828), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-30); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2025AMCOR PLC
CUSIP G0250X107
ORD14,1790-14,179$133,424$0-$133,4242025-05-02

Similar Firms

Firm NameCountry13F ValueHoldings
Solas Capital Management, LLCUnited States$0.174B22
Breakout Capital Partners, LPUnited States$0.174B8
EHRLICH FINANCIAL GROUPUnited States$0.174B112
MELFA WEALTH MANAGEMENT, INC.United States$0.174B195
Echo Wealth Management, LLCUnited States$0.174B47
Vermillion & White Wealth Management Group, LLCUnited States$0.174B66
GOLDEN ROAD ADVISORS LLCUnited States$0.174B53
Councilmark Asset Management, LLCUnited States$0.174B85
ADVANCED MICRO DEVICES INCUnited States$0.174B4
CNO Financial Group, Inc.United States$0.174B18