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Cerro Pacific Wealth Advisors LLC: FNDF position timeline

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

Cerro Pacific Wealth Advisors LLC held 360,671 FNDF 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 360,671 shares
    Change vs previous 13F +61,181 shares

    4.3% of the 13F portfolio, value $19,029,000.

    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 299,490 shares
    Change vs previous 13F +66,393 shares

    3.84% of the 13F portfolio, value $14,654,032.

    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 233,097 shares
    Change vs previous 13F +11,302 shares

    2.84% of the 13F portfolio, value $10,538,296.

    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 221,795 shares
    Change vs previous 13F +19,257 shares

    2.61% of the 13F portfolio, value $9,528,306.

    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 202,538 shares
    Change vs previous 13F +71,067 shares

    2.25% of the 13F portfolio, value $8,105,564.

    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 131,471 shares
    Change vs previous 13F -6,382 shares

    1.42% of the 13F portfolio, value $4,366,163.

    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 137,853 shares
    Change vs previous 13F +41,061 shares

    1.7% of the 13F portfolio, value $5,151,583.

    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 96,792 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $3,390,616.

    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).