Sonoma Private Wealth LLC
- SEC CIK
- 0001965757
- Latest filing
- Aug 14, 2026
BOX holding history
Box Inc in every 13F filed by Sonoma Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BOX overviewAll 13F holders of BOXFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −9,566−100.0% | Sold out | Holders |
| Q2 2025 | 9,566 | $326.9K | 0.4% | −508−5.0% | Reduced | Holders |
| Q1 2025 | 10,074 | $310.9K | 0.4% | +334+3.4% | Added | Holders |
| Q4 2024 | 9,740 | $307.8K | 0.5% | +941+10.7% | Added | Holders |
| Q3 2024 | 8,799 | $288.0K | 0.4% | −338−3.7% | Reduced | Holders |
| Q2 2024 | 9,137 | $241.6K | 0.4% | −201−2.2% | Reduced | Holders |
| Q1 2024 | 9,338 | $264.5K | 0.4% | +9,338 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −11,668−100.0% | Sold out | Holders |
| Q3 2023 | 11,668 | $282.5K | 0.5% | +918+8.5% | Added | Holders |
| Q2 2023 | 10,750 | $315.8K | 0.6% | +10,750 | New | Holders |