Gutierrez Wealth Advisory, LLC: IWM position timeline

Gutierrez Wealth Advisory, LLC held 1,598 IWM 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 1,598 shares

   Change vs previous 13F +94 shares

   0.28% of the 13F portfolio, value $480,176.

   13F-HR 0001965923-26-000003 filed by Gutierrez Wealth Advisory, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,504 shares

   Change vs previous 13F +2 shares

   0.23% of the 13F portfolio, value $373,006.

   13F-HR 0001965923-26-000002 filed by Gutierrez Wealth Advisory, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,502 shares

   Change vs previous 13F +5 shares

   0.23% of the 13F portfolio, value $369,653.

   13F-HR 0001965923-26-000001 filed by Gutierrez Wealth Advisory, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,497 shares

   Change vs previous 13F +3 shares

   0.23% of the 13F portfolio, value $362,272.

   13F-HR 0001965923-25-000008 filed by Gutierrez Wealth Advisory, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,494 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $322,300.

   13F-HR 0001965923-25-000005 filed by Gutierrez Wealth Advisory, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).