Skip to content
Disclosery

BigSur Wealth Management LLC: CPER position timeline

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

BigSur Wealth Management LLC held 34,839 CPER shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,839 shares
    Change vs previous 13F +18,000 shares

    0.32% of the 13F portfolio, value $1,314,475.

    13F-HR 0001398344-26-012137 filed by BigSur Wealth Management 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 16,839 shares
    Change vs previous 13F -3,500 shares

    0.16% of the 13F portfolio, value $579,767.

    13F-HR 0001398344-26-006828 filed by BigSur Wealth Management 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 20,339 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $711,051.

    13F-HR 0001398344-26-001298 filed by BigSur Wealth Management 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 20,339 shares
    Change vs previous 13F -10,000 shares

    0.15% of the 13F portfolio, value $610,170.

    13F-HR 0001398344-25-019122 filed by BigSur Wealth Management 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 30,339 shares
    Change vs previous 13F -6,600 shares

    0.24% of the 13F portfolio, value $959,926.

    13F-HR 0001398344-25-013158 filed by BigSur Wealth Management 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 36,939 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,167,272.

    13F-HR 0001398344-25-007207 filed by BigSur Wealth Management 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 36,939 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $929,385.

    13F-HR 0001398344-25-000735 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,939 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,047,221.

    13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).