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Sonoma Private Wealth LLC

SEC CIK
0001965757
Latest filing
Aug 14, 2026

NU holding history

Nu Holdings Ltd. 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.

NU overviewAll 13F holders of NUFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2023
Holdings of NU by Sonoma Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−26,765−100.0%Sold outHolders
Q3 202326,765$194.0K0.4%−11,171−29.4%ReducedHolders
Q2 202337,936$299.3K0.5%+37,936NewHolders