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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001172661-24-000676
Filing Date
2024-02-12
Accepted
2024-02-12 12:28:14
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-02-12

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2176
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 36695
  Complete submission text file 0001172661-24-000676.txt   40069
Mailing Address 268 BUSH STREET #3926 SAN FRANCISCO CA 94104
Business Address 230 NEWCOMB STREET SONOMA CA 95476 415-806-0073
Sonoma Private Wealth LLC (Filer) CIK: 0001965757 (see all company filings)

IRS No.: 844993465 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22947 | Film No.: 24618559