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Cerro Pacific Wealth Advisors LLC: TOTL position timeline

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

Cerro Pacific Wealth Advisors LLC held 248,697 TOTL 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 248,697 shares
    Change vs previous 13F +23,977 shares

    2.22% of the 13F portfolio, value $9,816,076.

    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 224,720 shares
    Change vs previous 13F +28,417 shares

    2.34% of the 13F portfolio, value $8,928,133.

    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 196,303 shares
    Change vs previous 13F +8,609 shares

    2.13% of the 13F portfolio, value $7,901,204.

    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 187,694 shares
    Change vs previous 13F +11,756 shares

    2.09% of the 13F portfolio, value $7,614,740.

    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 175,938 shares
    Change vs previous 13F +36,086 shares

    1.96% of the 13F portfolio, value $7,056,882.

    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 139,852 shares
    Change vs previous 13F +14,566 shares

    1.79% of the 13F portfolio, value $5,508,780.

    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 125,286 shares
    Change vs previous 13F +39,813 shares

    1.72% of the 13F portfolio, value $5,186,838.

    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 85,473 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $3,394,989.

    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).