Gutierrez Wealth Advisory, LLC: VCRM position timeline

Gutierrez Wealth Advisory, LLC held 48,718 VCRM 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 48,718 shares

   Change vs previous 13F -5,104 shares

   2.15% of the 13F portfolio, value $3,722,068.

   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 53,822 shares

   Change vs previous 13F -1,015 shares

   2.51% of the 13F portfolio, value $4,044,728.

   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 54,837 shares

   Change vs previous 13F +536 shares

   2.6% of the 13F portfolio, value $4,144,023.

   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 54,301 shares

   Change vs previous 13F +1,869 shares

   2.61% of the 13F portfolio, value $4,086,144.

   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 52,432 shares

   Change vs previous 13F not available

   2.59% of the 13F portfolio, value $3,857,399.

   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).