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Cerro Pacific Wealth Advisors LLC: XLK position timeline

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

Cerro Pacific Wealth Advisors LLC held 20,132 XLK 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 20,132 shares
    Change vs previous 13F -1,225 shares

    0.87% of the 13F portfolio, value $3,835,611.

    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 21,357 shares
    Change vs previous 13F -632 shares

    0.74% of the 13F portfolio, value $2,838,362.

    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 21,989 shares
    Change vs previous 13F +10,823 shares

    0.85% of the 13F portfolio, value $3,165,814.

    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 11,166 shares
    Change vs previous 13F -1,371 shares

    0.86% of the 13F portfolio, value $3,147,319.

    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 12,537 shares
    Change vs previous 13F -996 shares

    0.88% of the 13F portfolio, value $3,174,804.

    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 13,533 shares
    Change vs previous 13F -403 shares

    1.02% of the 13F portfolio, value $3,146,698.

    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 13,936 shares
    Change vs previous 13F -1,633 shares

    1.04% of the 13F portfolio, value $3,146,293.

    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 15,569 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $3,522,134.

    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).