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Cerro Pacific Wealth Advisors LLC: JPST position timeline

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

Cerro Pacific Wealth Advisors LLC held 388,992 JPST 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 388,992 shares
    Change vs previous 13F +23,639 shares

    4.45% of the 13F portfolio, value $19,671,305.

    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 365,353 shares
    Change vs previous 13F +57,042 shares

    4.85% of the 13F portfolio, value $18,490,502.

    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 308,311 shares
    Change vs previous 13F +14,353 shares

    4.21% of the 13F portfolio, value $15,597,437.

    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 293,958 shares
    Change vs previous 13F +3,434 shares

    4.08% of the 13F portfolio, value $14,912,484.

    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 290,524 shares
    Change vs previous 13F +69,150 shares

    4.09% of the 13F portfolio, value $14,723,748.

    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 221,374 shares
    Change vs previous 13F +84,972 shares

    3.62% of the 13F portfolio, value $11,150,632.

    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 136,402 shares
    Change vs previous 13F +11,418 shares

    2.29% of the 13F portfolio, value $6,921,041.

    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 124,984 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $6,307,946.

    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).