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Gutierrez Wealth Advisory, LLC: VEA position timeline

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

Gutierrez Wealth Advisory, LLC held 204,214 VEA 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 204,214 shares
    Change vs previous 13F -5,132 shares

    8.41% of the 13F portfolio, value $14,550,240.

    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 209,346 shares
    Change vs previous 13F -2,905 shares

    8.33% of the 13F portfolio, value $13,414,901.

    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 212,251 shares
    Change vs previous 13F +7,350 shares

    8.33% of the 13F portfolio, value $13,259,301.

    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 204,901 shares
    Change vs previous 13F -13,292 shares

    7.85% of the 13F portfolio, value $12,277,685.

    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 218,193 shares
    Change vs previous 13F +2,713 shares

    8.34% of the 13F portfolio, value $12,439,188.

    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 215,480 shares
    Change vs previous 13F +5,784 shares

    8.89% of the 13F portfolio, value $10,952,827.

    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 209,696 shares
    Change vs previous 13F not available

    8.27% of the 13F portfolio, value $10,027,658.

    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).