SONATA CAPITAL GROUP INC: IBDR position timeline

SONATA CAPITAL GROUP INC held 138,850 IBDR 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 138,850 shares

   Change vs previous 13F -7,253 shares

   1.09% of the 13F portfolio, value $3,364,336.

   13F-HR 0001172036-26-000004 filed by SONATA CAPITAL GROUP INC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 146,103 shares

   Change vs previous 13F -1,045 shares

   1.31% of the 13F portfolio, value $3,541,537.

   13F-HR 0001172036-26-000002 filed by SONATA CAPITAL GROUP INC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 147,148 shares

   Change vs previous 13F -2,018 shares

   1.29% of the 13F portfolio, value $3,565,397.

   13F-HR 0001172036-26-000001 filed by SONATA CAPITAL GROUP INC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 149,166 shares

   Change vs previous 13F -5,823 shares

   1.34% of the 13F portfolio, value $3,625,000.

   13F-HR 0001172036-25-000008 filed by SONATA CAPITAL GROUP INC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 154,989 shares

   Change vs previous 13F -312 shares

   1.5% of the 13F portfolio, value $3,758,000.

   13F-HR 0001172036-25-000006 filed by SONATA CAPITAL GROUP INC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 155,301 shares

   Change vs previous 13F +3,860 shares

   1.64% of the 13F portfolio, value $3,760,000.

   13F-HR 0001172036-25-000004 filed by SONATA CAPITAL GROUP INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 151,441 shares

   Change vs previous 13F +15,404 shares

   1.51% of the 13F portfolio, value $3,645,000.

   13F-HR 0001172036-25-000002 filed by SONATA CAPITAL GROUP INC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 136,037 shares

   Change vs previous 13F not available

   1.4% of the 13F portfolio, value $3,306,000.

   13F-HR 0001172036-24-000007 filed by SONATA CAPITAL GROUP INC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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