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Disclosery

Sonoma Private Wealth LLC: T position timeline

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

Sonoma Private Wealth LLC held 55,536 T 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 55,536 shares
    Change vs previous 13F +500 shares

    1.23% of the 13F portfolio, value $1,149,601.

    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 55,036 shares
    Change vs previous 13F -710 shares

    1.96% of the 13F portfolio, value $1,595,502.

    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 55,746 shares
    Change vs previous 13F +407 shares

    1.67% of the 13F portfolio, value $1,384,738.

    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 55,339 shares
    Change vs previous 13F -1,203 shares

    1.87% of the 13F portfolio, value $1,562,768.

    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 56,542 shares
    Change vs previous 13F -1,605 shares

    2.01% of the 13F portfolio, value $1,636,338.

    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 58,147 shares
    Change vs previous 13F +534 shares

    2.28% of the 13F portfolio, value $1,644,400.

    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 57,613 shares
    Change vs previous 13F +629 shares

    2.12% of the 13F portfolio, value $1,311,845.

    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 56,984 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $1,253,648.

    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).