Gutierrez Wealth Advisory, LLC: ACWI position timeline

Gutierrez Wealth Advisory, LLC held 6,234 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 6,234 shares

   Change vs previous 13F +1,584 shares

   0.57% of the 13F portfolio, value $978,607.

   13F-HR 0001965923-26-000003 filed by Gutierrez Wealth Advisory, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 4,650 shares

   Change vs previous 13F 0 shares

   0.4% of the 13F portfolio, value $643,413.

   13F-HR 0001965923-26-000002 filed by Gutierrez Wealth Advisory, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 4,650 shares

   Change vs previous 13F +41 shares

   0.41% of the 13F portfolio, value $657,920.

   13F-HR 0001965923-26-000001 filed by Gutierrez Wealth Advisory, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 4,609 shares

   Change vs previous 13F 0 shares

   0.41% of the 13F portfolio, value $637,187.

   13F-HR 0001965923-25-000008 filed by Gutierrez Wealth Advisory, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,609 shares

   Change vs previous 13F not available

   0.4% of the 13F portfolio, value $592,753.

   13F-HR 0001965923-25-000005 filed by Gutierrez Wealth Advisory, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).