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Disclosery

SONATA CAPITAL GROUP INC: IBDS position timeline

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

SONATA CAPITAL GROUP INC held 237,110 IBDS 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 237,110 shares
    Change vs previous 13F +164 shares

    1.85% of the 13F portfolio, value $5,742,805.

    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 236,946 shares
    Change vs previous 13F +1,085 shares

    2.12% of the 13F portfolio, value $5,743,572.

    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 235,861 shares
    Change vs previous 13F +21,185 shares

    2.07% of the 13F portfolio, value $5,726,706.

    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 214,676 shares
    Change vs previous 13F -617 shares

    1.93% of the 13F portfolio, value $5,225,000.

    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 215,293 shares
    Change vs previous 13F +9,405 shares

    2.09% of the 13F portfolio, value $5,225,000.

    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 205,888 shares
    Change vs previous 13F +1,137 shares

    2.17% of the 13F portfolio, value $4,978,000.

    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 204,751 shares
    Change vs previous 13F +135,902 shares

    2.03% of the 13F portfolio, value $4,906,000.

    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 68,849 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,678,000.

    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).