Skip to content
Disclosery

Gutierrez Wealth Advisory, LLC: PM position timeline

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

Gutierrez Wealth Advisory, LLC held 0 PM shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,657 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 1,657 shares
    Change vs previous 13F -609 shares

    0.2% of the 13F portfolio, value $301,758.

    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).

  3. period ended2025-03-31
    13F 2,266 shares
    Change vs previous 13F +82 shares

    0.29% of the 13F portfolio, value $359,654.

    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).

  4. period ended2024-12-31
    13F/A 2,184 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $262,838.

    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).