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Cerro Pacific Wealth Advisors LLC: SLYG position timeline

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

Cerro Pacific Wealth Advisors LLC held 78,256 SLYG 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 78,256 shares
    Change vs previous 13F +2,816 shares

    2.11% of the 13F portfolio, value $9,322,646.

    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 75,440 shares
    Change vs previous 13F +9,322 shares

    1.91% of the 13F portfolio, value $7,288,985.

    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 66,118 shares
    Change vs previous 13F +4,110 shares

    1.68% of the 13F portfolio, value $6,227,662.

    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 62,008 shares
    Change vs previous 13F +2,012 shares

    1.6% of the 13F portfolio, value $5,847,931.

    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 59,996 shares
    Change vs previous 13F +13,447 shares

    1.48% of the 13F portfolio, value $5,324,660.

    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 46,549 shares
    Change vs previous 13F +7,057 shares

    1.37% of the 13F portfolio, value $4,205,674.

    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 39,492 shares
    Change vs previous 13F +13,270 shares

    1.22% of the 13F portfolio, value $3,677,110.

    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 26,222 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,251,381.

    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).