Sonoma Private Wealth LLC
Position in FXF — Invesco CurrencyShares Swiss Franc Trust
CIK 1965757
San Francisco, CA
Position in FXF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,674,898
-$38,554 QoQ
Shares Held
15,359
-1.0% QoQ
Ownership
0.389%
of shares outstanding
% of Portfolio
3.36%
of 13F equity value
Holder Rank
#19
of 88 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FXF Over Time
Shares Held
Position Value (USD)
All Filings in FXF
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,674,898 | 15,359 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,713,452 | 15,519 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,813,946 | 16,254 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,746,867 | 15,705 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,833,743 | 16,402 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,440,553 | 14,351 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||