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Gutierrez Wealth Advisory, LLC: CGMS position timeline

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

Gutierrez Wealth Advisory, LLC held 21,960 CGMS 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 21,960 shares
    Change vs previous 13F +221 shares

    0.35% of the 13F portfolio, value $600,177.

    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 21,739 shares
    Change vs previous 13F +2,687 shares

    0.37% of the 13F portfolio, value $591,957.

    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 19,052 shares
    Change vs previous 13F +8,624 shares

    0.33% of the 13F portfolio, value $526,217.

    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 10,428 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $289,381.

    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).