Skip to main content

Cerro Pacific Wealth Advisors LLC

SEC CIK
0001842669
Latest filing
Jul 15, 2026

C holding history

Citigroup Inc in every 13F filed by Cerro Pacific Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2021
Holdings of C by Cerro Pacific Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−9,004−100.0%Sold outHolders
Q4 20229,004$407.3K0.2%−212−2.3%ReducedHolders
Q3 20229,216$384.0K0.2%−346−3.6%ReducedHolders
Q2 20229,562$440.0K0.3%−4,116−30.1%ReducedHolders
Q1 202213,678$730.0K0.4%+160+1.2%AddedHolders
Q4 202113,518$816.0K0.5%+455+3.5%AddedHolders
Q3 202113,063$917.0K0.7%+4,699+56.2%AddedHolders
Q2 20218,364$592.0K0.4%–No prior filingHolders