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Gutierrez Wealth Advisory, LLC: VTEB position timeline

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

Gutierrez Wealth Advisory, LLC held 155,527 VTEB 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 155,527 shares
    Change vs previous 13F +6,303 shares

    4.55% of the 13F portfolio, value $7,866,539.

    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 149,224 shares
    Change vs previous 13F +13,167 shares

    4.63% of the 13F portfolio, value $7,444,766.

    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 136,057 shares
    Change vs previous 13F -1,341 shares

    4.3% of the 13F portfolio, value $6,842,318.

    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 137,398 shares
    Change vs previous 13F -1,245 shares

    4.4% of the 13F portfolio, value $6,879,536.

    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 138,643 shares
    Change vs previous 13F +63,979 shares

    4.56% of the 13F portfolio, value $6,797,667.

    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 74,664 shares
    Change vs previous 13F -3,336 shares

    3.01% of the 13F portfolio, value $3,704,835.

    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 78,000 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $3,910,130.

    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).