Cerro Pacific Wealth Advisors LLC: IMCG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerro Pacific Wealth Advisors LLC on IMCG, newest first. How the timeline and the estimate are built.
Cerro Pacific Wealth Advisors LLC held 63,687 IMCG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 63,687 sharesChange vs previous 13F +5,376 shares
1.42% of the 13F portfolio, value $6,260,472.
13F-HR 0002085853-26-000740 filed by Cerro Pacific Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 58,311 sharesChange vs previous 13F +11,288 shares
1.2% of the 13F portfolio, value $4,593,184.
13F-HR 0002085853-26-000358 filed by Cerro Pacific Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 47,023 sharesChange vs previous 13F +5,597 shares
1.01% of the 13F portfolio, value $3,754,284.
13F-HR 0002085853-26-000164 filed by Cerro Pacific Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 41,426 sharesChange vs previous 13F +8,717 shares
0.94% of the 13F portfolio, value $3,427,178.
13F-HR 0002085853-25-000178 filed by Cerro Pacific Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 32,709 sharesChange vs previous 13F +18,371 shares
0.73% of the 13F portfolio, value $2,624,206.
13F-HR 0001667731-25-000960 filed by Cerro Pacific Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,338 sharesChange vs previous 13F +9,450 shares
0.35% of the 13F portfolio, value $1,082,978.
13F-HR 0001667731-25-000386 filed by Cerro Pacific Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,888 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $356,678.
13F-HR 0001667731-25-000046 filed by Cerro Pacific Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).