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Gutierrez Wealth Advisory, LLC: CGGR position timeline

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

Gutierrez Wealth Advisory, LLC held 314,234 CGGR 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 314,234 shares
    Change vs previous 13F -11,470 shares

    8.57% of the 13F portfolio, value $14,831,806.

    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 325,704 shares
    Change vs previous 13F +6,450 shares

    8.13% of the 13F portfolio, value $13,090,017.

    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 319,254 shares
    Change vs previous 13F -7,879 shares

    8.92% of the 13F portfolio, value $14,197,202.

    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 327,133 shares
    Change vs previous 13F -20,023 shares

    9.19% of the 13F portfolio, value $14,367,679.

    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 347,156 shares
    Change vs previous 13F -10,574 shares

    9.46% of the 13F portfolio, value $14,111,885.

    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 357,730 shares
    Change vs previous 13F +11,257 shares

    9.95% of the 13F portfolio, value $12,252,252.

    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 346,473 shares
    Change vs previous 13F not available

    10.62% of the 13F portfolio, value $12,878,377.

    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).