Cerro Pacific Wealth Advisors LLC
Position in AMP — Ameriprise Financial Inc
CIK 1842669
San Luis Obispo, CA
Position in AMP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$332,601
+$40,186 QoQ
Shares Held
725
+10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#284
of 503 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cerro Pacific Wealth Advisors LLC holds $3,216,931 across 5 Asset Management names. AMP ranks #4 (10.3% of the industry book) .
All Filings in AMP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,601 | 725 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $292,415 | 658 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $285,377 | 582 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $286,398 | 583 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $335,716 | 629 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $303,536 | 627 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $306,679 | 576 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $261,684 | 557 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $237,944 | 557 | Shares | Sole | 2024-08-09 | |
| 2023-03-31 | $295,159 | 963 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $865,608 | 2,780 | Shares | Other | 2023-01-19 | |
| 2022-09-30 | $690,594 | 2,741 | Shares | Other | 2022-10-12 | |
| 2022-06-30 | $636,507 | 2,678 | Shares | Other | 2022-07-18 | |
| 2022-03-31 | $1,144,071 | 3,809 | Shares | Other | 2022-04-13 | |
| 2021-09-30 | $870,275 | 3,295 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $592,583 | 2,381 | Shares | Other | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||