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Gutierrez Wealth Advisory, LLC: CGHY position timeline

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

Gutierrez Wealth Advisory, LLC held 18,958 CGHY 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 18,958 shares
    Change vs previous 13F +79 shares

    0.28% of the 13F portfolio, value $480,217.

    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 18,879 shares
    Change vs previous 13F +3,766 shares

    0.29% of the 13F portfolio, value $473,023.

    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 15,113 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $383,262.

    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).