Gutierrez Wealth Advisory, LLC DE DEERE & CO

Ownership history in Gutierrez Wealth Advisory, LLC  ·  6 quarters on record

AI Ownership Summary

Gutierrez Wealth Advisory, LLC reported DEERE & CO (DE) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.43% in 2025 Q1. The latest visible filing shows DE at 0.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gutierrez Wealth Advisory, LLC's position in DEERE & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DE was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gutierrez Wealth Advisory, LLC held DE — position size vs. price
% of Fund (quarterly)    DE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,155 +10 +0.9% 0.40% $651K 2026-04-21 $587.30
2025 Q4 ADDED 1,145 +13 +1.1% 0.33% $533K 2026-02-06 $581.41
2025 Q3 REDUCED 1,132 -15 -1.3% 0.33% $518K 2025-11-12 $477.73
2025 Q2 ADDED 1,147 +24 +2.1% 0.39% $583K 2025-07-22 $500.73
2025 Q1 ADDED 1,123 +4 +0.4% 0.43% $527K 2025-04-28 $454.25
2024 Q4 INITIATED 1,119 0.39% $474K 2025-02-11 $466.53

FAQ About Gutierrez Wealth Advisory, LLC and DE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gutierrez Wealth Advisory, LLC reported owning DE?

Gutierrez Wealth Advisory, LLC reported DE across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DE position in Gutierrez Wealth Advisory, LLC's portfolio?

The largest reported portfolio weight for DE was 0.43% in 2025 Q1.

What is the latest reported DE position on this page?

The most recent filing on this page is 2026 Q1, when Gutierrez Wealth Advisory, LLC reported 1,155 shares, equal to 0.40% of portfolio, with an estimated market value of $651K.

What does the chart on this DE ownership page compare?

The chart compares Gutierrez Wealth Advisory, LLC's quarterly DE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Gutierrez Wealth Advisory, LLC time their DE position?

Based on 13F filing dates vs. subsequent DE price moves, Gutierrez Wealth Advisory, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on DE relative to SPY over the holding period was +49.8%.

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