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Disclosery

Sonoma Private Wealth LLC: FNDF position timeline

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

Sonoma Private Wealth LLC held 51,238 FNDF 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 51,238 shares
    Change vs previous 13F -521 shares

    2.9% of the 13F portfolio, value $2,703,320.

    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 51,759 shares
    Change vs previous 13F +46,152 shares

    3.12% of the 13F portfolio, value $2,532,568.

    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 5,607 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $253,492.

    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).