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Gutierrez Wealth Advisory, LLC: CGGO position timeline

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

Gutierrez Wealth Advisory, LLC held 222,757 CGGO 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 222,757 shares
    Change vs previous 13F -14,528 shares

    5.45% of the 13F portfolio, value $9,429,317.

    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 237,285 shares
    Change vs previous 13F +10,496 shares

    4.92% of the 13F portfolio, value $7,918,217.

    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 226,789 shares
    Change vs previous 13F +9,315 shares

    4.94% of the 13F portfolio, value $7,858,251.

    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 217,474 shares
    Change vs previous 13F +10,040 shares

    4.75% of the 13F portfolio, value $7,431,101.

    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 207,434 shares
    Change vs previous 13F -778 shares

    4.45% of the 13F portfolio, value $6,631,661.

    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 208,212 shares
    Change vs previous 13F +10,656 shares

    4.79% of the 13F portfolio, value $5,898,640.

    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 197,556 shares
    Change vs previous 13F not available

    4.76% of the 13F portfolio, value $5,772,594.

    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).