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Disclosery

Sonoma Private Wealth LLC: SCHD position timeline

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

Sonoma Private Wealth LLC held 0 SCHD shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -11,580 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 11,580 shares
    Change vs previous 13F +7,720 shares

    0.51% of the 13F portfolio, value $316,366.

    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).

  3. period ended2024-09-30
    13F 3,860 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $326,286.

    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).