SONATA CAPITAL GROUP INC: IBM position timeline

SONATA CAPITAL GROUP INC held 2,060 IBM 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 2,060 shares

   Change vs previous 13F -875 shares

   0.19% of the 13F portfolio, value $579,293.

   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 2,935 shares

   Change vs previous 13F -265 shares

   0.26% of the 13F portfolio, value $711,415.

   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 3,200 shares

   Change vs previous 13F +750 shares

   0.34% of the 13F portfolio, value $947,872.

   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 2,450 shares

   Change vs previous 13F -200 shares

   0.26% of the 13F portfolio, value $691,000.

   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 2,650 shares

   Change vs previous 13F -670 shares

   0.31% of the 13F portfolio, value $781,000.

   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 3,320 shares

   Change vs previous 13F -100 shares

   0.36% of the 13F portfolio, value $826,000.

   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 3,420 shares

   Change vs previous 13F +975 shares

   0.31% of the 13F portfolio, value $752,000.

   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 2,445 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $541,000.

   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).