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Disclosery

Sonoma Private Wealth LLC: VUG position timeline

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

Sonoma Private Wealth LLC held 14,748 VUG 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 14,748 shares
    Change vs previous 13F +12,290 shares

    1.36% of the 13F portfolio, value $1,270,393.

    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 2,458 shares
    Change vs previous 13F -39 shares

    1.32% of the 13F portfolio, value $1,073,630.

    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 2,497 shares
    Change vs previous 13F +146 shares

    1.47% of the 13F portfolio, value $1,218,186.

    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 2,351 shares
    Change vs previous 13F -175 shares

    1.35% of the 13F portfolio, value $1,127,563.

    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 2,526 shares
    Change vs previous 13F 0 shares

    1.36% of the 13F portfolio, value $1,107,398.

    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 2,526 shares
    Change vs previous 13F -869 shares

    1.3% of the 13F portfolio, value $936,691.

    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 3,395 shares
    Change vs previous 13F -18 shares

    2.25% of the 13F portfolio, value $1,393,444.

    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 3,413 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $1,310,353.

    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).