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Cerro Pacific Wealth Advisors LLC: EFG position timeline

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

Cerro Pacific Wealth Advisors LLC held 159,531 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,531 shares
    Change vs previous 13F +14,097 shares

    4.49% of the 13F portfolio, value $19,848,885.

    13F-HR 0002085853-26-000740 filed by Cerro Pacific Wealth Advisors 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 145,434 shares
    Change vs previous 13F +55,104 shares

    4.25% of the 13F portfolio, value $16,196,971.

    13F-HR 0002085853-26-000358 filed by Cerro Pacific Wealth Advisors 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 90,330 shares
    Change vs previous 13F +15,042 shares

    2.77% of the 13F portfolio, value $10,290,413.

    13F-HR 0002085853-26-000164 filed by Cerro Pacific Wealth Advisors 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 75,288 shares
    Change vs previous 13F +8,677 shares

    2.35% of the 13F portfolio, value $8,573,765.

    13F-HR 0002085853-25-000178 filed by Cerro Pacific Wealth Advisors 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 66,611 shares
    Change vs previous 13F +27,747 shares

    2.07% of the 13F portfolio, value $7,460,475.

    13F-HR 0001667731-25-000960 filed by Cerro Pacific Wealth Advisors 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 38,864 shares
    Change vs previous 13F -7,689 shares

    1.22% of the 13F portfolio, value $3,763,174.

    13F-HR 0001667731-25-000386 filed by Cerro Pacific Wealth Advisors 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 46,553 shares
    Change vs previous 13F +19,423 shares

    1.66% of the 13F portfolio, value $5,011,473.

    13F-HR 0001667731-25-000046 filed by Cerro Pacific Wealth Advisors 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 27,130 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,775,388.

    13F-HR 0001842669-24-000003 filed by Cerro Pacific Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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