Skip to content
Disclosery

Sonoma Allocations LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sonoma Allocations LLC on AGG, newest first. How the timeline and the estimate are built.

Sonoma Allocations LLC held 0 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -76,419 shares

    13F-HR 0002085853-26-000653 filed by Sonoma Allocations LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 76,419 shares
    Change vs previous 13F -26,837 shares

    2.62% of the 13F portfolio, value $7,579,179.

    13F-HR 0002085853-26-000605 filed by Sonoma Allocations LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 103,256 shares
    Change vs previous 13F +98,759 shares

    3.42% of the 13F portfolio, value $10,296,218.

    13F-HR 0002085853-26-000283 filed by Sonoma Allocations LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,497 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $454,667.

    13F-HR 0002085853-25-000154 filed by Sonoma Allocations LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).