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CIK 0002021272 • 7 13F filings • Apr 25, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("guardian-asset-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002021272-25-000002 |
| $185.8M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0002021272-26-000003 | $216.9M | View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004340 | $174.1M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0002021272-26-000002 | $171.2M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002325 | $153.3M | View |