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Cerro Pacific Wealth Advisors LLC: PANW position timeline

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

Cerro Pacific Wealth Advisors LLC held 692 PANW 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 692 shares
    Change vs previous 13F +692 shares

    0.05% of the 13F portfolio, value $236,044.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -609 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 609 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $208,157.

    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).

  4. period ended2024-09-30
    13F 603 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $204,424.

    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).