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SONATA CAPITAL GROUP INC: VYM position timeline

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

SONATA CAPITAL GROUP INC held 72,662 VYM 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 72,662 shares
    Change vs previous 13F +3,537 shares

    3.71% of the 13F portfolio, value $11,482,710.

    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 69,125 shares
    Change vs previous 13F +165 shares

    3.78% of the 13F portfolio, value $10,237,481.

    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 68,960 shares
    Change vs previous 13F -65 shares

    3.57% of the 13F portfolio, value $9,897,189.

    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 69,025 shares
    Change vs previous 13F -710 shares

    3.59% of the 13F portfolio, value $9,729,000.

    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 69,735 shares
    Change vs previous 13F -405 shares

    3.71% of the 13F portfolio, value $9,296,000.

    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 70,140 shares
    Change vs previous 13F -150 shares

    3.94% of the 13F portfolio, value $9,045,000.

    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 70,290 shares
    Change vs previous 13F -945 shares

    3.71% of the 13F portfolio, value $8,968,000.

    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 71,235 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $9,132,000.

    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).