Sonoma Private Wealth LLC
CIK
0001965757
City
San Francisco
State / Country
CA
Holdings in DBC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $469,246 | 20,986 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $437,284 | 19,409 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $424,335 | 19,456 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $471,667 | 20,963 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $453,726 | 21,222 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $329,640 | 14,802 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $328,983 | 14,162 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $314,505 | 13,692 | Shares | Sole | 2024-05-09 |