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Cerro Pacific Wealth Advisors LLC: VLUE position timeline

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

Cerro Pacific Wealth Advisors LLC held 54,966 VLUE 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 54,966 shares
    Change vs previous 13F -8,703 shares

    2.48% of the 13F portfolio, value $10,982,841.

    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 63,669 shares
    Change vs previous 13F -8,361 shares

    2.37% of the 13F portfolio, value $9,053,094.

    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 72,030 shares
    Change vs previous 13F -4,378 shares

    2.66% of the 13F portfolio, value $9,848,601.

    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 76,408 shares
    Change vs previous 13F -10,007 shares

    2.62% of the 13F portfolio, value $9,554,773.

    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 86,415 shares
    Change vs previous 13F +7,272 shares

    2.72% of the 13F portfolio, value $9,783,097.

    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 79,143 shares
    Change vs previous 13F +2,782 shares

    2.72% of the 13F portfolio, value $8,358,254.

    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 76,361 shares
    Change vs previous 13F -9 shares

    2.76% of the 13F portfolio, value $8,326,353.

    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 76,370 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $7,901,280.

    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).