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Sonora Investment Management Group, LLC: WPC position timeline

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

Sonora Investment Management Group, LLC held 182,282 WPC 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 182,282 shares
    Change vs previous 13F -540 shares

    0.87% of the 13F portfolio, value $12,316,775.

    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 182,822 shares
    Change vs previous 13F +4,817 shares

    0.85% of the 13F portfolio, value $11,404,424.

    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 178,005 shares
    Change vs previous 13F +19,493 shares

    0.89% of the 13F portfolio, value $11,233,873.

    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 158,512 shares
    Change vs previous 13F +467 shares

    0.66% of the 13F portfolio, value $8,635,745.

    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 158,045 shares
    Change vs previous 13F +14,639 shares

    0.73% of the 13F portfolio, value $9,846,211.

    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 143,406 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $8,093,826.

    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 143,406 shares
    Change vs previous 13F +8,614 shares

    0.63% of the 13F portfolio, value $8,093,826.

    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 134,792 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $8,735,854.

    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).