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SONATA CAPITAL GROUP INC: DVY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SONATA CAPITAL GROUP INC on DVY, newest first. How the timeline and the estimate are built.

SONATA CAPITAL GROUP INC held 23,442 DVY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,442 shares
    Change vs previous 13F +33 shares

    1.18% of the 13F portfolio, value $3,663,936.

    13F-HR 0001172036-26-000004 filed by SONATA CAPITAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,409 shares
    Change vs previous 13F -166 shares

    1.31% of the 13F portfolio, value $3,544,306.

    13F-HR 0001172036-26-000002 filed by SONATA CAPITAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,575 shares
    Change vs previous 13F -319 shares

    1.2% of the 13F portfolio, value $3,327,357.

    13F-HR 0001172036-26-000001 filed by SONATA CAPITAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,894 shares
    Change vs previous 13F -109 shares

    1.25% of the 13F portfolio, value $3,395,000.

    13F-HR 0001172036-25-000008 filed by SONATA CAPITAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,003 shares
    Change vs previous 13F -1,015 shares

    1.27% of the 13F portfolio, value $3,188,000.

    13F-HR 0001172036-25-000006 filed by SONATA CAPITAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,018 shares
    Change vs previous 13F -530 shares

    1.46% of the 13F portfolio, value $3,360,000.

    13F-HR 0001172036-25-000004 filed by SONATA CAPITAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,548 shares
    Change vs previous 13F +101 shares

    1.39% of the 13F portfolio, value $3,354,000.

    13F-HR 0001172036-25-000002 filed by SONATA CAPITAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,447 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $3,437,000.

    13F-HR 0001172036-24-000007 filed by SONATA CAPITAL GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).