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Disclosery

Sonoma Private Wealth LLC: IVE position timeline

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

Sonoma Private Wealth LLC held 11,425 IVE 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 11,425 shares
    Change vs previous 13F 0 shares

    2.79% of the 13F portfolio, value $2,594,161.

    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 11,425 shares
    Change vs previous 13F +1,987 shares

    2.97% of the 13F portfolio, value $2,412,389.

    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 9,438 shares
    Change vs previous 13F -482 shares

    2.42% of the 13F portfolio, value $2,001,517.

    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 9,920 shares
    Change vs previous 13F -225 shares

    2.45% of the 13F portfolio, value $2,048,579.

    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 10,145 shares
    Change vs previous 13F -274 shares

    2.43% of the 13F portfolio, value $1,982,536.

    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 10,419 shares
    Change vs previous 13F -126 shares

    2.75% of the 13F portfolio, value $1,985,653.

    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 10,545 shares
    Change vs previous 13F -237 shares

    3.25% of the 13F portfolio, value $2,012,830.

    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 10,782 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $2,125,887.

    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).