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Sonora Investment Management Group, LLC: BX position timeline

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

Sonora Investment Management Group, LLC held 141,761 BX shares at 2025-09-30 per its 13F-HR filed 2025-10-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 141,761 shares
    Change vs previous 13F -7,315 shares

    1.72% of the 13F portfolio, value $24,219,846.

    13F-HR 0001725547-25-004090 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 149,076 shares
    Change vs previous 13F +7,073 shares

    1.65% of the 13F portfolio, value $22,298,840.

    13F-HR 0001725547-25-003449 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 142,003 shares
    Change vs previous 13F +3,122 shares

    1.57% of the 13F portfolio, value $19,849,223.

    13F-HR 0001725547-25-001410 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 138,881 shares
    Change vs previous 13F +740 shares

    1.83% of the 13F portfolio, value $23,945,912.

    13F-HR 0001725547-25-000171 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 138,141 shares
    Change vs previous 13F +7,787 shares

    1.57% of the 13F portfolio, value $21,153,555.

    13F-HR 0001725547-24-005912 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 130,354 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $17,124,557.

    13F-HR 0001725547-24-003165 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 130,354 shares
    Change vs previous 13F -30,847 shares

    1.34% of the 13F portfolio, value $17,124,557.

    13F-HR 0001725547-24-002130 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 161,201 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $21,104,395.

    13F-HR 0001725547-24-000526 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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