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Cerro Pacific Wealth Advisors LLC: SPUS position timeline

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

Cerro Pacific Wealth Advisors LLC held 31,418 SPUS 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 31,418 shares
    Change vs previous 13F +14,411 shares

    0.41% of the 13F portfolio, value $1,806,535.

    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 17,007 shares
    Change vs previous 13F +2,299 shares

    0.21% of the 13F portfolio, value $819,058.

    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 14,708 shares
    Change vs previous 13F +279 shares

    0.2% of the 13F portfolio, value $751,138.

    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 14,429 shares
    Change vs previous 13F +2,205 shares

    0.2% of the 13F portfolio, value $712,937.

    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 12,224 shares
    Change vs previous 13F +1,928 shares

    0.15% of the 13F portfolio, value $542,257.

    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 10,296 shares
    Change vs previous 13F +502 shares

    0.14% of the 13F portfolio, value $442,008.

    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 9,794 shares
    Change vs previous 13F +1,917 shares

    0.14% of the 13F portfolio, value $408,704.

    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 7,877 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $318,704.

    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).