Cerro Pacific Wealth Advisors LLC
Position in NIM — Nuveen Select Maturities Municipal Fund
CIK 1842669
San Luis Obispo, CA
Position in NIM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$107,388
-$342 QoQ
Shares Held
11,400
0.0% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#14
of 16 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NIM 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. NIM ranks #5 (3.3% of the industry book) .
All Filings in NIM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,388 | 11,400 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $107,730 | 11,400 | Shares | Sole | 2026-04-13 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||