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Disclosery

SONATA CAPITAL GROUP INC: IBDU position timeline

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

SONATA CAPITAL GROUP INC held 185,740 IBDU 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 185,740 shares
    Change vs previous 13F +20,724 shares

    1.39% of the 13F portfolio, value $4,301,735.

    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 165,016 shares
    Change vs previous 13F +36,281 shares

    1.42% of the 13F portfolio, value $3,838,275.

    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 128,735 shares
    Change vs previous 13F +89,846 shares

    1.09% of the 13F portfolio, value $3,013,054.

    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 38,889 shares
    Change vs previous 13F +26,289 shares

    0.34% of the 13F portfolio, value $913,000.

    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 12,600 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $294,000.

    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).