Cerro Pacific Wealth Advisors LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
San Luis Obispo, CA
CIK
0001842669
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 144 180,761 13F-HR 5/10/2023 000108514623002189 Cerro Pacific Wealth Advisors LLC
Q4 2022 155 188,406 13F-HR 1/18/2023 000108514623000200 Cerro Pacific Wealth Advisors LLC
Q3 2022 143 164,723 13F-HR 10/11/2022 000108514622003313 Cerro Pacific Wealth Advisors LLC
Q2 2022 138 159,984 13F-HR 7/18/2022 000108514622002420 Cerro Pacific Wealth Advisors LLC
Q1 2022 118 163,291 13F-HR 4/12/2022 000108514622001368 Cerro Pacific Wealth Advisors LLC
Q4 2021 120 157,749 13F-HR 1/18/2022 000108514622000193 Cerro Pacific Wealth Advisors LLC
Q3 2021 121 138,887 13F-HR 11/8/2021 000108514621003066 Cerro Pacific Wealth Advisors LLC
Q2 2021 116 134,716 13F-HR 8/16/2021 000108514621002568 Cerro Pacific Wealth Advisors LLC
Q4 2020 107 167,626 13F-HR 2/12/2021 000108514621000679 Cerro Pacific Wealth Advisors LLC