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Sonoma Allocations LLC: LVHI position timeline

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

Sonoma Allocations LLC held 44,543 LVHI 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 44,543 shares
    Change vs previous 13F -12,925 shares

    0.56% of the 13F portfolio, value $1,800,412.

    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 57,468 shares
    Change vs previous 13F -4,228 shares

    0.81% of the 13F portfolio, value $2,344,119.

    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 61,696 shares
    Change vs previous 13F -61,632 shares

    0.79% of the 13F portfolio, value $2,383,319.

    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 123,328 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $4,327,311.

    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).