GUARDIAN WEALTH ADVISORS, LLC / NC MIST β€” MILESTONE PHARMACEUTICALS IN

Ownership history in GUARDIAN WEALTH ADVISORS, LLC / NC  Β·  3 quarters on record

AI Ownership Summary

GUARDIAN WEALTH ADVISORS, LLC / NC reported MILESTONE PHARMACEUTICALS IN (MIST) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows MIST at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MIST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GUARDIAN WEALTH ADVISORS, LLC / NC's position in MILESTONE PHARMACEUTICALS IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MIST was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GUARDIAN WEALTH ADVISORS, LLC / NC held MIST β€” position size vs. price
% of Fund (quarterly)    MIST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 280,250 +17,050 +6.5% 0.02% $333K 2026-05-15 $1.50
2025 Q4 ADDED β€” β€” β€” 263,200 +53,000 +25.2% 0.03% $532K 2026-02-17 $1.70
2025 Q3 INITIATED β€” β€” β€” 210,200 β€” β€” 0.03% $420K 2025-11-14 $2.00

FAQ About GUARDIAN WEALTH ADVISORS, LLC / NC and MIST

These are the practical questions this page is built to answer before you even open the full history table.

How long has GUARDIAN WEALTH ADVISORS, LLC / NC reported owning MIST?

GUARDIAN WEALTH ADVISORS, LLC / NC reported MIST across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported MIST position in GUARDIAN WEALTH ADVISORS, LLC / NC's portfolio?

The largest reported portfolio weight for MIST was 0.03% in 2025 Q4.

What is the latest reported MIST position on this page?

The most recent filing on this page is 2026 Q1, when GUARDIAN WEALTH ADVISORS, LLC / NC reported 280,250 shares, equal to 0.02% of portfolio, with an estimated market value of $333K.

What does the chart on this MIST ownership page compare?

The chart compares GUARDIAN WEALTH ADVISORS, LLC / NC's quarterly MIST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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