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Gutierrez Wealth Advisory, LLC: CGDV position timeline

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

Gutierrez Wealth Advisory, LLC held 315,024 CGDV 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 315,024 shares
    Change vs previous 13F -17,080 shares

    8.97% of the 13F portfolio, value $15,524,400.

    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 332,104 shares
    Change vs previous 13F +7,187 shares

    8.78% of the 13F portfolio, value $14,127,708.

    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 324,917 shares
    Change vs previous 13F -21,083 shares

    8.91% of the 13F portfolio, value $14,179,358.

    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 346,000 shares
    Change vs previous 13F +3,048 shares

    9.3% of the 13F portfolio, value $14,542,370.

    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).

  5. period ended2025-06-30
    13F 342,952 shares
    Change vs previous 13F -24,627 shares

    9.08% of the 13F portfolio, value $13,543,176.

    13F-HR 0001965923-25-000005 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).

  6. period ended2025-03-31
    13F 367,579 shares
    Change vs previous 13F +18,006 shares

    10.63% of the 13F portfolio, value $13,100,533.

    13F-HR 0001965923-25-000004 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).

  7. period ended2024-12-31
    13F/A 349,573 shares
    Change vs previous 13F not available

    10.17% of the 13F portfolio, value $12,325,949.

    13F-HR/A 0001965923-25-000003 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).