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Cerro Pacific Wealth Advisors LLC: VRIG position timeline

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

Cerro Pacific Wealth Advisors LLC held 473,030 VRIG 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 473,030 shares
    Change vs previous 13F +40,827 shares

    2.68% of the 13F portfolio, value $11,858,856.

    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 432,203 shares
    Change vs previous 13F +59,634 shares

    2.84% of the 13F portfolio, value $10,820,216.

    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 372,569 shares
    Change vs previous 13F +15,455 shares

    2.52% of the 13F portfolio, value $9,351,471.

    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 357,114 shares
    Change vs previous 13F +23,531 shares

    2.45% of the 13F portfolio, value $8,963,551.

    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 333,583 shares
    Change vs previous 13F +72,829 shares

    2.32% of the 13F portfolio, value $8,356,255.

    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 260,754 shares
    Change vs previous 13F +25,238 shares

    2.13% of the 13F portfolio, value $6,548,843.

    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 235,516 shares
    Change vs previous 13F +100,937 shares

    1.96% of the 13F portfolio, value $5,907,908.

    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 134,579 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $3,383,317.

    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).