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Litman Gregory Fds Tr Polen shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of Litman Gregory Fds Tr Polen (PCIG) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Litman Gregory Fds Tr Polen

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All positions including Litman Gregory Fds Tr Polen held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr Polen by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2026-03-31 $20k 2.6k 7.96
2025-06-30 $29k 3.0k 9.86
2025-03-31 $27k 2.9k 9.19
2024-12-31 $81k 8.9k 9.13