Cerro Pacific Wealth Advisors LLC: GEV position timeline

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

Cerro Pacific Wealth Advisors LLC held 246 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 246 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $289,016.
13F-HR 0002085853-26-000740 filed by Cerro Pacific Wealth Advisors LLC
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 246 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $214,734.
13F-HR 0002085853-26-000358 filed by Cerro Pacific Wealth Advisors LLC
Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).