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Cerro Pacific Wealth Advisors LLC

SEC CIK
0001842669
Latest filing
Jul 15, 2026

SPG holding history

Simon Property Group 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.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q4 2021
Holdings of SPG by Cerro Pacific Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−3,047−100.0%Sold outHolders
Q4 20223,047$358.0K0.2%−1,393−31.4%ReducedHolders
Q3 20224,440$398.0K0.2%−418−8.6%ReducedHolders
Q2 20224,858$461.0K0.3%−282−5.5%ReducedHolders
Q1 20225,140$676.0K0.4%+246+5.0%AddedHolders
Q4 20214,894$782.0K0.5%+4,894NewHolders