Cerro Pacific Wealth Advisors LLC
CIK
0001842669
City
SAN LUIS OBISPO
State / Country
CA
Holdings in NIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $106,134 | 11,400 | Shares | Sole | 2026-02-02 |
| 2025-09-30 | $105,564 | 11,400 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $103,284 | 11,400 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $106,248 | 11,400 | Shares | Sole | 2025-04-08 |
| 2024-12-31 | $112,507 | 12,917 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $119,611 | 12,917 | Shares | Sole | 2024-10-09 |
| 2024-06-30 | $116,769 | 12,917 | Shares | Sole | 2024-08-09 |
| 2023-03-31 | $165,373 | 17,917 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $162,328 | 17,917 | Shares | Other | 2023-01-19 |
| 2022-09-30 | $158,744 | 17,917 | Shares | Other | 2022-10-12 |
| 2022-06-30 | $164,478 | 17,917 | Shares | Other | 2022-07-18 |
| 2022-03-31 | $171,644 | 17,917 | Shares | Other | 2022-04-13 |
| 2021-12-31 | $138,211 | 12,917 | Shares | Other | 2022-01-19 |
| 2021-09-30 | $140,278 | 12,917 | Shares | Other | 2021-11-09 |
| 2021-06-30 | $141,699 | 12,917 | Shares | Other | 2021-08-16 |
| 2020-12-31 | $259,705 | 24,317 | Shares | Other | 2021-02-12 |