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Sonoma Private Wealth LLC: CCEF position timeline

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

Sonoma Private Wealth LLC held 10,931 CCEF 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 10,931 shares
    Change vs previous 13F +9 shares

    0.35% of the 13F portfolio, value $327,161.

    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 10,922 shares
    Change vs previous 13F +6 shares

    0.38% of the 13F portfolio, value $307,765.

    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 10,916 shares
    Change vs previous 13F -3,183 shares

    0.38% of the 13F portfolio, value $314,601.

    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 14,099 shares
    Change vs previous 13F -1,312 shares

    0.49% of the 13F portfolio, value $410,148.

    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 15,411 shares
    Change vs previous 13F +9 shares

    0.54% of the 13F portfolio, value $438,689.

    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 15,402 shares
    Change vs previous 13F -3,220 shares

    0.59% of the 13F portfolio, value $428,544.

    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 18,622 shares
    Change vs previous 13F +263 shares

    0.83% of the 13F portfolio, value $513,498.

    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).

  8. period ended2024-09-30
    13F 18,359 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $530,581.

    13F-HR 0001172661-24-004295 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).