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Disclosery

Sonoma Private Wealth LLC: EWL position timeline

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

Sonoma Private Wealth LLC held 13,229 EWL 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 13,229 shares
    Change vs previous 13F +35 shares

    0.89% of the 13F portfolio, value $831,454.

    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 13,194 shares
    Change vs previous 13F +2,918 shares

    0.96% of the 13F portfolio, value $775,939.

    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 10,276 shares
    Change vs previous 13F +271 shares

    0.74% of the 13F portfolio, value $616,149.

    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 10,005 shares
    Change vs previous 13F -453 shares

    0.66% of the 13F portfolio, value $552,676.

    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 10,458 shares
    Change vs previous 13F -77 shares

    0.7% of the 13F portfolio, value $573,203.

    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 10,535 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $545,608.

    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).