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Cerro Pacific Wealth Advisors LLC: SPHQ position timeline

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

Cerro Pacific Wealth Advisors LLC held 51,921 SPHQ 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 51,921 shares
    Change vs previous 13F -1,888 shares

    1.06% of the 13F portfolio, value $4,678,121.

    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 53,809 shares
    Change vs previous 13F -1,612 shares

    1.06% of the 13F portfolio, value $4,045,918.

    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 55,421 shares
    Change vs previous 13F -2,251 shares

    1.12% of the 13F portfolio, value $4,159,351.

    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 57,672 shares
    Change vs previous 13F -899 shares

    1.16% of the 13F portfolio, value $4,226,754.

    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 58,571 shares
    Change vs previous 13F +9,120 shares

    1.16% of the 13F portfolio, value $4,173,742.

    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 49,451 shares
    Change vs previous 13F +5,848 shares

    1.08% of the 13F portfolio, value $3,314,722.

    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 43,603 shares
    Change vs previous 13F +12,379 shares

    0.97% of the 13F portfolio, value $2,933,186.

    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 31,224 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,983,977.

    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).