Skip to content
Disclosery

Gutierrez Wealth Advisory, LLC: CGCP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gutierrez Wealth Advisory, LLC on CGCP, newest first. How the timeline and the estimate are built.

Gutierrez Wealth Advisory, LLC held 38,873 CGCP 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 38,873 shares
    Change vs previous 13F +321 shares

    0.5% of the 13F portfolio, value $866,488.

    13F-HR 0001965923-26-000003 filed by Gutierrez Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 38,552 shares
    Change vs previous 13F +10,073 shares

    0.54% of the 13F portfolio, value $861,253.

    13F-HR 0001965923-26-000002 filed by Gutierrez Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 28,479 shares
    Change vs previous 13F +18,974 shares

    0.41% of the 13F portfolio, value $644,767.

    13F-HR 0001965923-26-000001 filed by Gutierrez Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,505 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $215,952.

    13F-HR 0001965923-25-000008 filed by Gutierrez Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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