Gutierrez Wealth Advisory, LLC: VTES position timeline

Gutierrez Wealth Advisory, LLC held 8,384 VTES 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 8,384 shares

   Change vs previous 13F +46 shares

   0.49% of the 13F portfolio, value $849,392.

   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 8,338 shares

   Change vs previous 13F +31 shares

   0.52% of the 13F portfolio, value $843,307.

   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 8,307 shares

   Change vs previous 13F -7,167 shares

   0.53% of the 13F portfolio, value $843,768.

   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 15,474 shares

   Change vs previous 13F +98 shares

   1.01% of the 13F portfolio, value $1,577,164.

   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 15,376 shares

   Change vs previous 13F not available

   1.04% of the 13F portfolio, value $1,551,884.

   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).