Cerro Pacific Wealth Advisors LLC

SEC CIK: 0001842669
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

KIM holding history

Kimco Realty Corp 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.

KIM overview All 13F holders of KIM Full Q2 2026 holdings

Shares (Q2 2026): 35,491
Value: $899.7K
% of portfolio: 0.2%
Quarters held: 5; Since Q2 2025

Holdings of KIM by Cerro Pacific Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	35,491	$899.7K	0.2%	+2,489+7.5%	Added	Holders
Q1 2026	33,002	$741.5K	0.2%	+731+2.3%	Added	Holders
Q4 2025	32,271	$654.1K	0.2%	−1,124−3.4%	Reduced	Holders
Q3 2025	33,395	$729.7K	0.2%	−4,550−12.0%	Reduced	Holders
Q2 2025	37,945	$797.6K	0.2%	+37,945	New	Holders