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Disclosery

Sonoma Private Wealth LLC: PCOR position timeline

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

Sonoma Private Wealth LLC held 8,648 PCOR 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 8,648 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $351,282.

    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 8,648 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $492,936.

    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 8,648 shares
    Change vs previous 13F +3,392 shares

    0.76% of the 13F portfolio, value $629,056.

    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 5,256 shares
    Change vs previous 13F -29 shares

    0.46% of the 13F portfolio, value $383,268.

    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 5,285 shares
    Change vs previous 13F -45 shares

    0.44% of the 13F portfolio, value $361,600.

    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 5,330 shares
    Change vs previous 13F -14,036 shares

    0.49% of the 13F portfolio, value $351,887.

    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 19,366 shares
    Change vs previous 13F +14,002 shares

    2.34% of the 13F portfolio, value $1,451,094.

    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 5,364 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $331,066.

    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).