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Disclosery

Sonoma Private Wealth LLC: SCHR position timeline

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

Sonoma Private Wealth LLC held 14,449 SCHR 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 14,449 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $356,312.

    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 14,449 shares
    Change vs previous 13F -40,446 shares

    0.44% of the 13F portfolio, value $359,925.

    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 54,895 shares
    Change vs previous 13F -8,749 shares

    1.66% of the 13F portfolio, value $1,376,767.

    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 63,644 shares
    Change vs previous 13F -1,982 shares

    1.91% of the 13F portfolio, value $1,599,374.

    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 65,626 shares
    Change vs previous 13F -900 shares

    2.01% of the 13F portfolio, value $1,642,619.

    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 66,526 shares
    Change vs previous 13F -234 shares

    2.29% of the 13F portfolio, value $1,653,836.

    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 66,760 shares
    Change vs previous 13F +55,981 shares

    2.62% of the 13F portfolio, value $1,621,600.

    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 10,779 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $545,417.

    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).