Skip to main content
Livermore
Livermore
ZHEN

Cerro Pacific Wealth Advisors LLC

SEC CIK
0001842669
Latest filing
Jul 15, 2026

EPD holding history

Enterprise Products Partners L.P. 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.

EPD overviewAll 13F holders of EPDFull Q2 2026 holdings

Shares (Q2 2026)
14,505
Value
$533.2K
% of portfolio
0.1%
Quarters held
17
Since Q2 2021
Holdings of EPD by Cerro Pacific Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,505$533.2K0.1%00.0%UnchangedHolders
Q1 202614,505$548.9K0.1%−84−0.6%ReducedHolders
Q4 202514,589$467.7K0.1%00.0%UnchangedHolders
Q3 202514,589$456.2K0.1%00.0%UnchangedHolders
Q2 202514,589$452.4K0.1%00.0%UnchangedHolders
Q1 202514,589$457.5K0.1%00.0%UnchangedHolders
Q4 202414,589$424.7K0.1%00.0%UnchangedHolders
Q3 202414,589$422.8K0.2%00.0%UnchangedHolders
Q2 202414,589$422.8K0.2%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 202316,352$423.5K0.2%00.0%UnchangedHolders
Q4 202216,352$394.4K0.2%+84+0.5%AddedHolders
Q3 202216,268$387.0K0.2%00.0%UnchangedHolders
Q2 202216,268$396.0K0.2%00.0%UnchangedHolders
Q1 202216,268$420.0K0.3%00.0%UnchangedHolders
Q4 202116,268$357.0K0.2%−1,600−9.0%ReducedHolders
Q3 202117,868$387.0K0.3%−10.0%ReducedHolders
Q2 202117,869$431.0K0.3%–No prior filingHolders