Current Market Value 250,259
Current Holdings 121
Most Recent File Date 2025-07-30
Total Filings on Record 43
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Sonata Capital Group Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-30 2025-06-30 13F-HR 121 250
2025-04-29 2025-03-31 13F-HR 112 230
2025-01-29 2024-12-31 13F-HR 111 242
2024-11-01 2024-09-30 13F-HR 113 237
2024-07-29 2024-06-30 13F-HR 92 195
2024-04-30 2024-03-31 13F-HR 112 220
2024-02-07 2023-12-31 13F-HR 108 201
2023-11-07 2023-09-30 13F-HR 107 187
2023-08-04 2023-06-30 13F-HR 104 193
2023-05-08 2023-03-31 13F-HR 103 185
2023-02-08 2022-12-31 13F-HR 106 180
2022-10-25 2022-09-30 13F-HR 106 181,476
2022-08-03 2022-06-30 13F-HR 108 192,540
2022-04-22 2022-03-31 13F-HR 119 226,531
2022-02-11 2021-12-31 13F-HR 123 238,778
2021-11-08 2021-09-30 13F-HR 125 223,079
2021-08-05 2021-06-30 13F-HR 125 219,885
2021-05-03 2021-03-31 13F-HR 128 208,409
2021-01-29 2020-12-31 13F-HR 125 202,294
2020-10-29 2020-09-30 13F-HR 119 171,486
2020-08-03 2020-06-30 13F-HR 109 157,737
2020-04-27 2020-03-31 13F-HR 106 132,895
2020-01-30 2019-12-31 13F-HR 113 165,619
2019-11-01 2019-09-30 13F-HR 107 147,554
2019-08-05 2019-06-30 13F-HR 105 144,432
2019-04-23 2019-03-31 13F-HR 99 134,291
2019-01-30 2018-12-31 13F-HR 94 122,692
2018-10-31 2018-09-30 13F-HR 107 147,468
2018-08-01 2018-06-30 13F-HR 104 139,222
2018-04-25 2018-03-31 13F-HR 105 136,430
2018-01-29 2017-12-31 13F-HR 100 138,565
2017-11-02 2017-09-30 13F-HR 99 134,504
2017-08-01 2017-06-30 13F-HR 98 134,156
2017-04-28 2017-03-31 13F-HR 99 132,677
2017-01-20 2016-12-31 13F-HR 97 128,344
2016-10-28 2016-09-30 13F-HR 94 122,919
2016-07-27 2016-06-30 13F-HR 94 117,351
2016-04-26 2016-03-31 13F-HR 95 115,483
2016-02-02 2015-12-31 13F-HR 97 113,826
2015-11-02 2015-09-30 13F-HR 95 107,714
2015-08-06 2015-06-30 13F-HR 96 116,429
2015-05-01 2015-03-31 13F-HR 95 113,902
2015-02-12 2014-12-31 13F-HR 92 110,298