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SONATA CAPITAL GROUP INC: LQD position timeline

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

SONATA CAPITAL GROUP INC held 12,936 LQD 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 12,936 shares
    Change vs previous 13F -1,522 shares

    0.46% of the 13F portfolio, value $1,410,920.

    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 14,458 shares
    Change vs previous 13F -492 shares

    0.58% of the 13F portfolio, value $1,575,784.

    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 14,950 shares
    Change vs previous 13F -583 shares

    0.6% of the 13F portfolio, value $1,647,329.

    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 15,533 shares
    Change vs previous 13F -188 shares

    0.64% of the 13F portfolio, value $1,731,000.

    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 15,721 shares
    Change vs previous 13F -1,124 shares

    0.69% of the 13F portfolio, value $1,723,000.

    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 16,845 shares
    Change vs previous 13F +16 shares

    0.8% of the 13F portfolio, value $1,831,000.

    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 16,829 shares
    Change vs previous 13F -14 shares

    0.74% of the 13F portfolio, value $1,798,000.

    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 16,843 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,903,000.

    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).