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Disclosery

SONATA CAPITAL GROUP INC: IBDX position timeline

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

SONATA CAPITAL GROUP INC held 38,355 IBDX 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 38,355 shares
    Change vs previous 13F +213 shares

    0.31% of the 13F portfolio, value $966,165.

    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 38,142 shares
    Change vs previous 13F +4,387 shares

    0.36% of the 13F portfolio, value $963,852.

    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 33,755 shares
    Change vs previous 13F +5,906 shares

    0.31% of the 13F portfolio, value $861,763.

    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 27,849 shares
    Change vs previous 13F +15,849 shares

    0.26% of the 13F portfolio, value $713,000.

    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 12,000 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $303,000.

    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).