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Gutierrez Wealth Advisory, LLC: CGMU position timeline

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

Gutierrez Wealth Advisory, LLC held 271,595 CGMU 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 271,595 shares
    Change vs previous 13F -41,448 shares

    4.31% of the 13F portfolio, value $7,460,704.

    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 313,043 shares
    Change vs previous 13F +29,886 shares

    5.28% of the 13F portfolio, value $8,499,098.

    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 283,157 shares
    Change vs previous 13F +19,265 shares

    4.87% of the 13F portfolio, value $7,752,832.

    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 263,892 shares
    Change vs previous 13F +20,198 shares

    4.61% of the 13F portfolio, value $7,201,610.

    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 243,694 shares
    Change vs previous 13F -92,724 shares

    4.36% of the 13F portfolio, value $6,504,189.

    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 336,418 shares
    Change vs previous 13F +38,419 shares

    7.32% of the 13F portfolio, value $9,022,740.

    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 297,999 shares
    Change vs previous 13F not available

    6.62% of the 13F portfolio, value $8,022,118.

    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).