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Disclosery

Sonora Investment Management Group, LLC: USB position timeline

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

Sonora Investment Management Group, LLC held 212,183 USB 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 212,183 shares
    Change vs previous 13F -7,857 shares

    0.73% of the 13F portfolio, value $10,254,798.

    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 220,040 shares
    Change vs previous 13F +1,066 shares

    0.74% of the 13F portfolio, value $9,956,795.

    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 218,974 shares
    Change vs previous 13F -3,007 shares

    0.73% of the 13F portfolio, value $9,245,065.

    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 221,981 shares
    Change vs previous 13F -2,451 shares

    0.81% of the 13F portfolio, value $10,617,338.

    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 224,432 shares
    Change vs previous 13F -16,661 shares

    0.76% of the 13F portfolio, value $10,263,257.

    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 241,093 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $10,776,839.

    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 241,093 shares
    Change vs previous 13F -5,908 shares

    0.84% of the 13F portfolio, value $10,776,839.

    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 247,001 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $10,690,224.

    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).