Skip to content
Disclosery

Sonoma Private Wealth LLC: SPYD position timeline

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

Sonoma Private Wealth LLC held 18,645 SPYD 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 18,645 shares
    Change vs previous 13F +82 shares

    0.96% of the 13F portfolio, value $889,560.

    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 18,563 shares
    Change vs previous 13F +664 shares

    1.04% of the 13F portfolio, value $844,999.

    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 17,899 shares
    Change vs previous 13F -909 shares

    0.93% of the 13F portfolio, value $774,146.

    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 18,808 shares
    Change vs previous 13F -5,680 shares

    0.99% of the 13F portfolio, value $827,565.

    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 24,488 shares
    Change vs previous 13F -830 shares

    1.27% of the 13F portfolio, value $1,039,262.

    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 25,318 shares
    Change vs previous 13F -1,767 shares

    1.55% of the 13F portfolio, value $1,120,560.

    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 27,085 shares
    Change vs previous 13F -4,252 shares

    1.89% of the 13F portfolio, value $1,171,170.

    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 31,337 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $1,430,517.

    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).