SONATA CAPITAL GROUP INC: SPY position timeline

SONATA CAPITAL GROUP INC held 7,644 SPY 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 7,644 shares

   Change vs previous 13F +356 shares

   1.84% of the 13F portfolio, value $5,708,654.

   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 7,288 shares

   Change vs previous 13F +79 shares

   1.75% of the 13F portfolio, value $4,739,947.

   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 7,209 shares

   Change vs previous 13F +138 shares

   1.78% of the 13F portfolio, value $4,915,924.

   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 7,071 shares

   Change vs previous 13F +18 shares

   1.74% of the 13F portfolio, value $4,710,000.

   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 7,053 shares

   Change vs previous 13F +237 shares

   1.74% of the 13F portfolio, value $4,358,000.

   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 6,816 shares

   Change vs previous 13F +337 shares

   1.66% of the 13F portfolio, value $3,813,000.

   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 6,479 shares

   Change vs previous 13F +299 shares

   1.57% of the 13F portfolio, value $3,797,000.

   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 6,180 shares

   Change vs previous 13F not available

   1.5% of the 13F portfolio, value $3,546,000.

   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).