Skip to content
Disclosery

Gutierrez Wealth Advisory, LLC: CGHM position timeline

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

Gutierrez Wealth Advisory, LLC held 241,975 CGHM 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 241,975 shares
    Change vs previous 13F +18,855 shares

    3.61% of the 13F portfolio, value $6,255,061.

    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 223,120 shares
    Change vs previous 13F +3,205 shares

    3.51% of the 13F portfolio, value $5,649,394.

    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 219,915 shares
    Change vs previous 13F +20,579 shares

    3.52% of the 13F portfolio, value $5,603,446.

    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 199,336 shares
    Change vs previous 13F +10,241 shares

    3.22% of the 13F portfolio, value $5,041,212.

    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 189,095 shares
    Change vs previous 13F +50,738 shares

    3.12% of the 13F portfolio, value $4,658,368.

    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 138,357 shares
    Change vs previous 13F +9,696 shares

    2.81% of the 13F portfolio, value $3,467,369.

    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 128,661 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $3,252,548.

    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).