Cerro Pacific Wealth Advisors LLC: SYK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerro Pacific Wealth Advisors LLC on SYK, newest first. How the timeline and the estimate are built.
Cerro Pacific Wealth Advisors LLC held 699 SYK shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 699 sharesChange vs previous 13F +31 shares
0.05% of the 13F portfolio, value $220,078.
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 668 sharesChange vs previous 13F -3 shares
0.06% of the 13F portfolio, value $219,435.
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 671 sharesChange vs previous 13F -235 shares
0.06% of the 13F portfolio, value $235,708.
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 906 sharesChange vs previous 13F +92 shares
0.09% of the 13F portfolio, value $335,054.
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 814 sharesChange vs previous 13F +198 shares
0.09% of the 13F portfolio, value $322,180.
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).
- period ended2025-03-3113F 616 sharesChange vs previous 13F -44 shares
0.07% of the 13F portfolio, value $221,642.
13F-HR 0001667731-25-000386 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 ended2024-12-3113F 660 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $238,506.
13F-HR 0001667731-25-000046 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).