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Gutierrez Wealth Advisory, LLC: VCRB position timeline

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

Gutierrez Wealth Advisory, LLC held 125,787 VCRB 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 125,787 shares
    Change vs previous 13F +1,059 shares

    5.61% of the 13F portfolio, value $9,714,824.

    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 124,728 shares
    Change vs previous 13F +2,970 shares

    6% of the 13F portfolio, value $9,651,447.

    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 121,758 shares
    Change vs previous 13F +2,735 shares

    5.96% of the 13F portfolio, value $9,484,354.

    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 119,023 shares
    Change vs previous 13F +6,306 shares

    5.97% of the 13F portfolio, value $9,332,610.

    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 112,717 shares
    Change vs previous 13F +259 shares

    5.86% of the 13F portfolio, value $8,744,601.

    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 112,458 shares
    Change vs previous 13F +5,480 shares

    7.07% of the 13F portfolio, value $8,707,586.

    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 106,978 shares
    Change vs previous 13F not available

    6.69% of the 13F portfolio, value $8,109,995.

    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).