Sonoma Private Wealth LLC: IVV position timeline

Sonoma Private Wealth LLC held 8,710 IVV 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 8,710 shares

   Change vs previous 13F +13 shares

   7.01% of the 13F portfolio, value $6,522,681.

   13F-HR 0001172661-26-003817 filed by Sonoma Private Wealth LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 8,697 shares

   Change vs previous 13F +285 shares

   6.99% of the 13F portfolio, value $5,680,967.

   13F-HR 0001172661-26-002104 filed by Sonoma Private Wealth LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 8,412 shares

   Change vs previous 13F -272 shares

   6.96% of the 13F portfolio, value $5,761,715.

   13F-HR 0001172661-26-000865 filed by Sonoma Private Wealth LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 8,684 shares

   Change vs previous 13F +21 shares

   6.94% of the 13F portfolio, value $5,812,201.

   13F-HR 0001172661-25-004853 filed by Sonoma Private Wealth LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 8,663 shares

   Change vs previous 13F -145 shares

   6.6% of the 13F portfolio, value $5,378,857.

   13F-HR 0001172661-25-003144 filed by Sonoma Private Wealth LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 8,808 shares

   Change vs previous 13F -78 shares

   6.86% of the 13F portfolio, value $4,949,215.

   13F-HR 0001172661-25-002094 filed by Sonoma Private Wealth LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 8,886 shares

   Change vs previous 13F -209 shares

   8.44% of the 13F portfolio, value $5,231,010.

   13F-HR 0001172661-25-000521 filed by Sonoma Private Wealth LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 9,095 shares

   Change vs previous 13F not available

   8.17% of the 13F portfolio, value $5,246,178.

   13F-HR 0001172661-24-004295 filed by Sonoma Private Wealth LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).