STOCK TITAN

Notifications

Limited Time Offer! Get Platinum at the Gold price until January 31, 2026!

Sign up now and unlock all premium features at an incredible discount.

Read more on the Pricing page

[SCHEDULE 13G/A] Guardian Pharmacy Services, Inc. SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary

Wellington Management group disclosed beneficial ownership of 1,107,657 shares of Guardian Pharmacy Services, Inc. common stock, representing approximately 4.88% (reported also as 4.9%) of the class. The reporting entities hold no sole voting or dispositive power and report shared voting power on 815,159 shares and shared dispositive power for the full 1,107,657 shares.

The filing states these securities are owned of record by clients of Wellington Investment Advisers and were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Positive
  • Transparent institutional disclosure: Wellington reports specific share counts and voting/dispositive breakdowns, improving market clarity.
  • Stake below 5%: The holding of 1,107,657 shares (~4.9%) keeps the position within the "5% or less" classification noted in the filing.
Negative
  • None.

Insights

TL;DR: Wellington entities report a sub-5% institutional stake in GRDN with shared voting influence on a portion of holdings.

The disclosed position of 1,107,657 shares (~4.9%) is notable as a visible institutional holding but remains below the 5% disclosure threshold for reporting as a larger holder. Shared voting power of 815,159 shares indicates the advisers exercise collective influence over a material subset of the position while retaining dispositive authority through client accounts. The filing's certification that holdings are in the ordinary course of business reduces immediate governance or control concerns. Overall this is a routine institutional disclosure rather than a strategic control move.

TL;DR: Disclosure clarifies ownership structure and confirms no intent to influence issuer control.

The schedule identifies multiple Wellington entities as reporting persons and clarifies ownership flows through client accounts of the Wellington Investment Advisers. Key governance-relevant facts: sole voting/dispositive power reported as zero, and the filing explicitly states the securities are not held to influence control. For board or shareholder-watchers, this is transparency on institutional exposure without immediate governance implications.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:08/12/2025

FAQ

How many Guardian Pharmacy (GRDN) shares does Wellington beneficially own?

1,107,657 shares beneficially owned, representing about 4.88% of the class (also reported as 4.9%).

What voting power does Wellington report for its GRDN holdings?

No sole voting power and shared voting power on 815,159 shares as reported in the filing.

Does Wellington have sole dispositive power over the GRDN shares?

No. Sole dispositive power is reported as 0; shared dispositive power is 1,107,657 shares.

Are these GRDN shares held to influence control of the company?

The filing certifies the securities are held in the ordinary course of business and were not acquired to change or influence control of the issuer.

Which Wellington entities filed this Schedule 13G for GRDN?

The filing names Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP as reporting persons.
Guardian Pharmacy Services, Inc.

NYSE:GRDN

GRDN Rankings

GRDN Latest News

GRDN Latest SEC Filings

GRDN Stock Data

1.75B
48.91M
15.09%
83.31%
0.54%
Medical Care Facilities
Retail-drug Stores and Proprietary Stores
Link
United States
ATLANTA