SCHEDULE 13G: Wellington Management Entities Disclose 5.05% Stake in Guardian Pharmacy Services

Wellington Management Group LLP and its affiliated entities have reported a 5.05% beneficial ownership stake in Guardian Pharmacy Services, Inc. common stock as of March 31, 2025.

Summary

• Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP collectively reported beneficial ownership of 464,924 shares of Guardian Pharmacy Services, Inc. common stock.
• This ownership represents 5.05% of the class of securities.
• The reporting persons hold 0 shares with sole voting power, 318,224 shares with shared voting power, 0 shares with sole dispositive power, and 464,924 shares with shared dispositive power.
• The filing is a Schedule 13G, indicating that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer.
• The filing was made pursuant to Rule 13d-1(b), classifying the reporting persons as a parent holding company or control person (HC) and their underlying investment advisers (IA).

Sentiment

Score: 5

Explanation: The document is a factual regulatory disclosure of beneficial ownership and does not contain qualitative assessments or performance metrics that would indicate a positive or negative sentiment regarding the issuer's operations or prospects. It reflects a passive investment.

Future Outlook

The document does not provide any forward-looking statements or guidance regarding Guardian Pharmacy Services, Inc. or the reporting persons' future investment intentions beyond the certification that the shares are held in the ordinary course of business.

Management Comments

• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11."

Industry Context

This filing is a routine disclosure of a passive institutional investment and does not provide specific analysis of broader industry trends or competitive landscape within the pharmacy services sector.

Next Steps

• Wellington Management Group LLP and its affiliates will file amendments to this Schedule 13G if there are material changes to their beneficial ownership of Guardian Pharmacy Services, Inc. common stock.

Key Dates

Keywords

Guardian Pharmacy Services, Wellington Management, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, SEC Filing