Guardian Wealth Management, Inc.

Position in MA — Mastercard Inc

CIK 1910205 PEORIA, IL

Position in MA

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

Position Value

$2,355,883

+$134,395 QoQ

Shares Held

4,587

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.27%

of 13F equity value

Holder Rank

#1,574

of 3,575 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Financial Services · as of Jun 30, 2026

Guardian Wealth Management, Inc. holds $9,480,104 across 2 Credit Services names. MA ranks #2 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NNI	Nelnet Inc	53,433	$7,124,221
2	MA	Mastercard Inc This page	4,587	$2,355,883

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,355,883	4,587	+3.2%	Shares	Sole	2026-07-13
2026-03-31	$2,221,488	4,446	+3.0%	Shares	Sole	2026-05-08
2025-12-31	$2,463,347	4,315	-0.8%	Shares	Sole	2026-02-13
2025-09-30	$2,474,323	4,350	+0.9%	Shares	Sole	2025-11-14
2025-06-30	$2,421,961	4,310	+0.7%	Shares	Sole	2025-08-14
2025-03-31	$2,347,049	4,282	+3.8%	Shares	Sole	2025-05-06
2024-12-31	$2,172,101	4,125	-0.1%	Shares	Sole	2025-02-14
2024-09-30	$2,038,900	4,129	+1.5%	Shares	Sole	2024-11-15
2024-06-30	$1,794,197	4,067	+1.1%	Shares	Sole	2024-08-08
2024-03-31	$1,937,837	4,024	+2.4%	Shares	Sole	2024-05-14
2023-12-31	$1,676,610	3,931	+0.7%	Shares	Sole	2024-02-14
2023-09-30	$1,545,632	3,904	-0.1%	Shares	Sole	2023-11-01
2023-06-30	$1,536,229	3,906	+3.0%	Shares	Sole	2023-08-14
2023-03-31	$1,377,687	3,791	+3.8%	Shares	Sole	2023-05-09
2022-12-31	$1,269,909	3,652	+2.3%	Shares	Sole	2023-02-10
2022-09-30	$1,015,093	3,570	+2.4%	Shares	Sole	2022-11-14
2022-06-30	$1,100,394	3,488	+6.5%	Shares	Sole	2022-08-15
2022-03-31	$1,170,419	3,275	+2.9%	Shares	Sole	2022-05-13
2021-12-31	$1,143,356	3,182	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.