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Disclosery

Sonoma Private Wealth LLC: BUFR position timeline

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

Sonoma Private Wealth LLC held 22,334 BUFR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,334 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $815,861.

    13F-HR 0001172661-26-003817 filed by Sonoma Private Wealth 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 22,334 shares
    Change vs previous 13F -10,068 shares

    0.93% of the 13F portfolio, value $754,219.

    13F-HR 0001172661-26-002104 filed by Sonoma Private Wealth 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 32,402 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $1,110,093.

    13F-HR 0001172661-26-000865 filed by Sonoma Private Wealth 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 32,402 shares
    Change vs previous 13F +49 shares

    1.29% of the 13F portfolio, value $1,082,875.

    13F-HR 0001172661-25-004853 filed by Sonoma Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 32,353 shares
    Change vs previous 13F -1,554 shares

    1.26% of the 13F portfolio, value $1,028,825.

    13F-HR 0001172661-25-003144 filed by Sonoma Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 33,907 shares
    Change vs previous 13F +2,735 shares

    1.4% of the 13F portfolio, value $1,006,699.

    13F-HR 0001172661-25-002094 filed by Sonoma Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 31,172 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $949,811.

    13F-HR 0001172661-25-000521 filed by Sonoma Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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