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Disclosery

Sonoma Private Wealth LLC: FXF position timeline

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

Sonoma Private Wealth LLC held 15,359 FXF 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 15,359 shares
    Change vs previous 13F -160 shares

    1.8% of the 13F portfolio, value $1,674,940.

    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 15,519 shares
    Change vs previous 13F -735 shares

    2.11% of the 13F portfolio, value $1,713,453.

    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 16,254 shares
    Change vs previous 13F +549 shares

    2.19% of the 13F portfolio, value $1,813,946.

    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 15,705 shares
    Change vs previous 13F -697 shares

    2.09% of the 13F portfolio, value $1,746,867.

    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 16,402 shares
    Change vs previous 13F +2,051 shares

    2.25% of the 13F portfolio, value $1,833,744.

    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 14,351 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $1,440,553.

    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).