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Disclosery

Sonoma Private Wealth LLC: DTCR position timeline

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

Sonoma Private Wealth LLC held 34,688 DTCR 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 34,688 shares
    Change vs previous 13F +114 shares

    1.13% of the 13F portfolio, value $1,053,475.

    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 34,574 shares
    Change vs previous 13F -1,294 shares

    1.02% of the 13F portfolio, value $828,393.

    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 35,868 shares
    Change vs previous 13F +838 shares

    0.91% of the 13F portfolio, value $756,815.

    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 35,030 shares
    Change vs previous 13F +3,680 shares

    0.86% of the 13F portfolio, value $717,414.

    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 31,350 shares
    Change vs previous 13F -22,944 shares

    0.72% of the 13F portfolio, value $584,364.

    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 54,294 shares
    Change vs previous 13F -1,253 shares

    1.22% of the 13F portfolio, value $882,820.

    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 55,547 shares
    Change vs previous 13F -31,327 shares

    1.48% of the 13F portfolio, value $919,303.

    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 86,874 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $1,530,720.

    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).