Filer · Institutional
Sonoma Private WealthLLC
CIK 0001965757TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001172661-26-002104 · filed 2026-05-15
67
positions
Q4 202513F-HR
0001172661-26-000865 · filed 2026-02-17
68
positions
Q3 202513F-HR
0001172661-25-004853 · filed 2025-11-14
71
positions
Q2 202513F-HR
0001172661-25-003144 · filed 2025-08-13
72
positions
Q1 202513F-HR
0001172661-25-002094 · filed 2025-05-15
71
positions
Q4 202413F-HR
0001172661-25-000521 · filed 2025-02-06
80
positions
Q3 202413F-HR
0001172661-24-004295 · filed 2024-10-17
90
positions
Q2 202413F-HR
0001172661-24-003489 · filed 2024-08-14
87
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.