Cerro Pacific Wealth Advisors LLC: SPYV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerro Pacific Wealth Advisors LLC on SPYV, newest first. How the timeline and the estimate are built.
Cerro Pacific Wealth Advisors LLC held 6,476 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 6,476 sharesChange vs previous 13F -543 shares
0.09% of the 13F portfolio, value $393,677.
13F-HR 0002085853-26-000740 filed by Cerro Pacific Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,019 sharesChange vs previous 13F -621 shares
0.1% of the 13F portfolio, value $397,136.
13F-HR 0002085853-26-000358 filed by Cerro Pacific Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,640 sharesChange vs previous 13F +794 shares
0.12% of the 13F portfolio, value $434,029.
13F-HR 0002085853-26-000164 filed by Cerro Pacific Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,846 sharesChange vs previous 13F -3,258 shares
0.1% of the 13F portfolio, value $378,790.
13F-HR 0002085853-25-000178 filed by Cerro Pacific Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,104 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $528,830.
13F-HR 0001667731-25-000960 filed by Cerro Pacific Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).