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Gutierrez Wealth Advisory, LLC: WPC position timeline

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

Gutierrez Wealth Advisory, LLC held 5,684 WPC 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 5,684 shares
    Change vs previous 13F +600 shares

    0.23% of the 13F portfolio, value $406,401.

    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 5,084 shares
    Change vs previous 13F -522 shares

    0.21% of the 13F portfolio, value $345,504.

    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 5,606 shares
    Change vs previous 13F +30 shares

    0.23% of the 13F portfolio, value $360,795.

    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 5,576 shares
    Change vs previous 13F -4,265 shares

    0.24% of the 13F portfolio, value $376,782.

    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 9,841 shares
    Change vs previous 13F +95 shares

    0.41% of the 13F portfolio, value $613,891.

    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 9,746 shares
    Change vs previous 13F +2,218 shares

    0.5% of the 13F portfolio, value $615,055.

    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 7,528 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $410,125.

    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).