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Disclosery

Sonora Investment Management Group, LLC: SCHB position timeline

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

Sonora Investment Management Group, LLC held 25,671 SCHB 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 25,671 shares
    Change vs previous 13F +9,069 shares

    0.05% of the 13F portfolio, value $660,012.

    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 16,602 shares
    Change vs previous 13F +46 shares

    0.03% of the 13F portfolio, value $395,627.

    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 16,556 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $356,442.

    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).