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Cerro Pacific Wealth Advisors LLC

SEC CIK
0001842669
Latest filing
Jul 15, 2026

UL holding history

Unilever PLC 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.

UL overviewAll 13F holders of ULFull Q2 2026 holdings

Shares (Q2 2026)
8,277
Value
$497.6K
% of portfolio
0.1%
Quarters held
11
Since Q4 2022
Holdings of UL by Cerro Pacific Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,277$497.6K0.1%+1,132+15.8%AddedHolders
Q1 20267,145$407.1K0.1%−270−3.6%ReducedHolders
Q4 20257,415$484.9K0.1%−830−10.1%ReducedHolders
Q3 20258,245$488.8K0.1%−3,386−29.1%ReducedHolders
Q2 202511,631$711.5K0.2%+28+0.2%AddedHolders
Q1 202511,603$657.9K0.2%+148+1.3%AddedHolders
Q4 202411,455$744.1K0.2%+11+0.1%AddedHolders
Q3 202411,444$629.3K0.2%00.0%UnchangedHolders
Q2 202411,444$629.3K0.2%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 20239,176$476.5K0.3%+3,180+53.0%AddedHolders
Q4 20225,996$301.9K0.2%+5,996NewHolders