GUARDIAN WEALTH ADVISORS, LLC / NC
Holdings in CPHC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $641,902 | 41,682 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $683,167 | 41,682 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $810,210 | 42,982 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $781,994 | 42,849 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $876,149 | 42,739 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $821,909 | 42,586 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $927,020 | 42,446 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $987,608 | 42,314 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $1,017,679 | 49,813 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $1,006,037 | 50,682 | Shares | Sole | 2023-11-14 |