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Sonoma Allocations LLC: DBEZ position timeline

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

Sonoma Allocations LLC held 66,919 DBEZ 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 66,919 shares
    Change vs previous 13F -26,431 shares

    1.3% of the 13F portfolio, value $4,195,590.

    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).

  2. period ended2026-03-31
    13F 93,350 shares
    Change vs previous 13F -8,197 shares

    1.82% of the 13F portfolio, value $5,281,752.

    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 101,547 shares
    Change vs previous 13F -95,829 shares

    1.94% of the 13F portfolio, value $5,850,656.

    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 197,376 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $10,641,714.

    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).