Guardian Wealth Management, Inc.

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1910205 PEORIA, IL

Position in BR

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$253,905

-$92,989 QoQ

Shares Held

1,854

-13.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#696

of 1,003 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Technology · as of Jun 30, 2026

Guardian Wealth Management, Inc. holds $253,905 across 1 Information Technology Services name. BR ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BR	Broadridge Financial Solutions, Inc. This page	1,854	$253,905

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,905	1,854	-13.2%	Shares	Sole	2026-07-13
2026-03-31	$346,894	2,135	-31.1%	Shares	Sole	2026-05-08
2025-12-31	$691,380	3,098	-2.8%	Shares	Sole	2026-02-13
2025-09-30	$759,047	3,187	-0.5%	Shares	Sole	2025-11-14
2025-06-30	$778,668	3,204	-6.2%	Shares	Sole	2025-08-14
2025-03-31	$828,485	3,417	-3.4%	Shares	Sole	2025-05-06
2024-12-31	$799,680	3,537	-7.4%	Shares	Sole	2025-02-14
2024-09-30	$821,199	3,819	-4.8%	Shares	Sole	2024-11-15
2024-06-30	$790,167	4,011	-1.5%	Shares	Sole	2024-08-08
2024-03-31	$834,599	4,074	-4.3%	Shares	Sole	2024-05-14
2023-12-31	$876,289	4,259	-0.6%	Shares	Sole	2024-02-14
2023-09-30	$766,871	4,283	-2.5%	Shares	Sole	2023-11-01
2023-06-30	$727,281	4,391	-3.3%	Shares	Sole	2023-08-14
2023-03-31	$665,574	4,541	-3.7%	Shares	Sole	2023-05-09
2022-12-31	$632,288	4,714	-1.3%	Shares	Sole	2023-02-10
2022-09-30	$689,272	4,776	-0.9%	Shares	Sole	2022-11-14
2022-06-30	$687,233	4,821	-1.2%	Shares	Sole	2022-08-15
2022-03-31	$759,864	4,880	-0.7%	Shares	Sole	2022-05-13
2021-12-31	$898,743	4,916	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.