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Disclosery

SONATA CAPITAL GROUP INC: IWR position timeline

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

SONATA CAPITAL GROUP INC held 149,744 IWR 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 149,744 shares
    Change vs previous 13F -17,929 shares

    5.33% of the 13F portfolio, value $16,519,731.

    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 167,673 shares
    Change vs previous 13F -10,405 shares

    6.01% of the 13F portfolio, value $16,302,883.

    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 178,078 shares
    Change vs previous 13F -6,225 shares

    6.19% of the 13F portfolio, value $17,143,606.

    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 184,303 shares
    Change vs previous 13F -333 shares

    6.57% of the 13F portfolio, value $17,794,000.

    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 184,636 shares
    Change vs previous 13F -113 shares

    6.79% of the 13F portfolio, value $16,981,000.

    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 184,749 shares
    Change vs previous 13F -3,082 shares

    6.84% of the 13F portfolio, value $15,717,000.

    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 187,831 shares
    Change vs previous 13F +378 shares

    6.87% of the 13F portfolio, value $16,604,000.

    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 187,453 shares
    Change vs previous 13F not available

    6.98% of the 13F portfolio, value $16,522,000.

    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).