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Cerro Pacific Wealth Advisors LLC: VTV position timeline

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

Cerro Pacific Wealth Advisors LLC held 39,763 VTV 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 39,763 shares
    Change vs previous 13F -1,009 shares

    1.96% of the 13F portfolio, value $8,665,564.

    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 40,772 shares
    Change vs previous 13F -4,006 shares

    2.1% of the 13F portfolio, value $7,999,381.

    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 44,778 shares
    Change vs previous 13F -1,464 shares

    2.31% of the 13F portfolio, value $8,552,164.

    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 46,242 shares
    Change vs previous 13F -2,215 shares

    2.36% of the 13F portfolio, value $8,623,723.

    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 48,457 shares
    Change vs previous 13F +7,523 shares

    2.38% of the 13F portfolio, value $8,564,245.

    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 40,934 shares
    Change vs previous 13F +4,437 shares

    2.25% of the 13F portfolio, value $6,930,073.

    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 36,497 shares
    Change vs previous 13F -43 shares

    2.11% of the 13F portfolio, value $6,371,228.

    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 36,540 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $5,861,449.

    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).