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Cerro Pacific Wealth Advisors LLC: ICSH position timeline

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

Cerro Pacific Wealth Advisors LLC held 150,872 ICSH 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 150,872 shares
    Change vs previous 13F +12,553 shares

    1.73% of the 13F portfolio, value $7,631,104.

    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 138,319 shares
    Change vs previous 13F +18,616 shares

    1.84% of the 13F portfolio, value $7,001,685.

    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 119,703 shares
    Change vs previous 13F +5,623 shares

    1.63% of the 13F portfolio, value $6,054,571.

    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 114,080 shares
    Change vs previous 13F +9,471 shares

    1.59% of the 13F portfolio, value $5,789,546.

    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 104,609 shares
    Change vs previous 13F +24,078 shares

    1.47% of the 13F portfolio, value $5,304,744.

    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 80,531 shares
    Change vs previous 13F +5,016 shares

    1.32% of the 13F portfolio, value $4,061,189.

    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 75,515 shares
    Change vs previous 13F +24,853 shares

    1.27% of the 13F portfolio, value $3,831,622.

    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 50,662 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,559,952.

    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).