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Disclosery

Sonoma Private Wealth LLC: VZ position timeline

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

Sonoma Private Wealth LLC held 6,203 VZ 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 6,203 shares
    Change vs previous 13F -94 shares

    0.28% of the 13F portfolio, value $262,635.

    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 6,297 shares
    Change vs previous 13F +41 shares

    0.39% of the 13F portfolio, value $316,109.

    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 6,256 shares
    Change vs previous 13F -90 shares

    0.31% of the 13F portfolio, value $254,807.

    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 6,346 shares
    Change vs previous 13F +6,346 shares

    0.33% of the 13F portfolio, value $278,907.

    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 0 shares
    Change vs previous 13F -4,673 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 4,673 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $211,967.

    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).