Guardian Wealth Management, Inc.
Position in PINE — Alpine Income Property Trust, Inc.
CIK 1910205
PEORIA, IL
Position in PINE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,648,593
+$319,005 QoQ
Shares Held
79,412
+7.5% QoQ
Ownership
0.481%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1
of 4 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 15.701657180275022.ToString("F0")%
Shared 0.ToString("F0")%
None 84.29834281972498.ToString("F0")%
Common Shares in PINE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Guardian Wealth Management, Inc. holds $1,648,593 across 1 REIT - Retail name. PINE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PINE |
Alpine Income Property Trust, Inc.
This page
|
79,412 | $1,648,593 |
All Filings in PINE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,648,593 | 79,412 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,329,588 | 73,866 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,122,430 | 67,131 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $921,432 | 65,027 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $877,113 | 59,627 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $968,171 | 57,905 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $637,617 | 37,976 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $870,597 | 47,835 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $710,796 | 45,681 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $669,248 | 43,799 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $658,255 | 38,927 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $618,228 | 37,789 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $606,823 | 37,343 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $570,621 | 33,905 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $571,942 | 29,976 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $276,972 | 17,076 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $243,819 | 13,606 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $179,295 | 9,537 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $170,059 | 8,486 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||