Gutierrez Wealth Advisory, LLC: CGDG position timeline

Gutierrez Wealth Advisory, LLC held 19,170 CGDG 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 19,170 shares

   Change vs previous 13F +106 shares

   0.42% of the 13F portfolio, value $719,077.

   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 19,064 shares

   Change vs previous 13F +3,130 shares

   0.43% of the 13F portfolio, value $684,407.

   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 15,934 shares

   Change vs previous 13F +4,058 shares

   0.36% of the 13F portfolio, value $567,898.

   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 11,876 shares

   Change vs previous 13F +2,679 shares

   0.26% of the 13F portfolio, value $411,491.

   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 9,197 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $309,285.

   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).