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Gutierrez Wealth Advisory, LLC: VSDB position timeline

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

Gutierrez Wealth Advisory, LLC held 3,819 VSDB 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 3,819 shares
    Change vs previous 13F +30 shares

    0.17% of the 13F portfolio, value $291,557.

    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 3,789 shares
    Change vs previous 13F +879 shares

    0.18% of the 13F portfolio, value $288,947.

    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 2,910 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $222,565.

    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).