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Sone Capital Management, LLC: XYZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sone Capital Management, LLC on XYZ, newest first. How the timeline and the estimate are built.

Sone Capital Management, LLC held 32,768 XYZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,768 shares
    Change vs previous 13F -1,852 shares

    0.19% of the 13F portfolio, value $2,490,368.

    13F-HR 0002026215-26-000006 filed by Sone Capital Management, LLC
    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 34,620 shares
    Change vs previous 13F -39,846 shares

    0.17% of the 13F portfolio, value $2,083,432.

    13F-HR 0002026215-26-000004 filed by Sone Capital Management, LLC
    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 74,466 shares
    Change vs previous 13F +74,466 shares

    0.39% of the 13F portfolio, value $4,846,992.

    13F-HR 0002026215-26-000002 filed by Sone Capital Management, LLC
    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 0 shares
    Change vs previous 13F -280,175 shares

    13F-HR 0002026215-25-000008 filed by Sone Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 280,175 shares
    Change vs previous 13F +205,457 shares

    1.76% of the 13F portfolio, value $19,032,288.

    13F-HR 0001970572-25-000007 filed by Sone Capital Management, LLC
    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 74,718 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $4,059,429.

    13F-HR 0002026215-25-000003 filed by Sone Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).