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Gutierrez Wealth Advisory, LLC: TCAF position timeline

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

Gutierrez Wealth Advisory, LLC held 12,331 TCAF 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 12,331 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $506,789.

    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 12,331 shares
    Change vs previous 13F -5,339 shares

    0.27% of the 13F portfolio, value $438,847.

    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 17,670 shares
    Change vs previous 13F +85 shares

    0.42% of the 13F portfolio, value $675,334.

    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 17,585 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $662,955.

    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 17,585 shares
    Change vs previous 13F +4,979 shares

    0.42% of the 13F portfolio, value $620,399.

    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 12,606 shares
    Change vs previous 13F +1,527 shares

    0.33% of the 13F portfolio, value $406,910.

    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 11,079 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $368,609.

    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).