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Disclosery

Sonoma Private Wealth LLC: SGOV position timeline

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

Sonoma Private Wealth LLC held 76,672 SGOV 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 76,672 shares
    Change vs previous 13F -9,866 shares

    8.29% of the 13F portfolio, value $7,718,597.

    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 86,538 shares
    Change vs previous 13F +6,530 shares

    10.72% of the 13F portfolio, value $8,710,939.

    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 80,008 shares
    Change vs previous 13F -3,780 shares

    9.7% of the 13F portfolio, value $8,031,227.

    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 83,788 shares
    Change vs previous 13F -9,374 shares

    10.08% of the 13F portfolio, value $8,437,460.

    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 93,162 shares
    Change vs previous 13F +40,892 shares

    11.5% of the 13F portfolio, value $9,380,493.

    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 52,270 shares
    Change vs previous 13F +43,499 shares

    7.3% of the 13F portfolio, value $5,262,043.

    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 8,771 shares
    Change vs previous 13F +582 shares

    1.42% of the 13F portfolio, value $879,937.

    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 8,189 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $824,754.

    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).