Notify me when SONATA CAPITAL GROUP INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 121 | $276,860,795 | +$15,399,689 | -$10,290,936 | +$5,108,753 | IWF, IWR, MSFT, AAPL, IWD | 13F-HR | 26 Jan 2026, 11:39 |
| Q3 2025 | 120 | $270,789,000 | +$6,449,050 | -$2,236,105 | +$4,212,945 | IWF, IWR, MSFT, IWD, VTI | 13F-HR | 12 Nov 2025, 12:44 |
| Q2 2025 | 120 | $250,259,000 | +$7,202,305 | -$3,767,395 | +$3,434,910 | IWF, IWR, MSFT, IWD, VTI | 13F-HR | 30 Jul 2025, 17:09 |
| Q1 2025 | 111 | $229,720,000 | +$2,678,633 | -$4,383,953 | -$1,705,320 | IWR, IWF, IWD, MSFT, AAPL | 13F-HR | 29 Apr 2025, 12:13 |
| Q4 2024 | 110 | $241,523,000 | +$11,709,313 | -$9,592,646 | +$2,116,667 | IWF, IWR, MSFT, IWD, AAPL | 13F-HR | 29 Jan 2025, 14:13 |
| Q3 2024 | 112 | $236,635,000 | +$37,195,610 | -$6,991,317 | +$30,204,293 | IWR, IWF, MSFT, IWD, IWN | 13F-HR | 31 Oct 2024, 18:06 |
| Q2 2024 | 91 | $194,833,000 | +$7,048,498 | -$34,479,555 | -$27,431,057 | IWF, IWR, MSFT, IWD, IWN | 13F-HR | 29 Jul 2024, 15:32 |
| Q1 2024 | 111 | $219,743,000 | +$13,967,160 | -$4,840,168 | +$9,126,992 | IWR, IWF, MSFT, IWN, IWD | 13F-HR | 29 Apr 2024, 17:43 |
| Q4 2023 | 107 | $200,989,000 | +$7,087,863 | -$12,524,290 | -$5,436,427 | IWR, IWN, IWF, MSFT, IWD | 13F-HR | 07 Feb 2024, 11:37 |
| Q3 2023 | 106 | $187,345,000 | +$3,670,145 | -$2,614,523 | +$1,055,622 | IWR, IWN, IWF, MSFT, IWD | 13F-HR | 06 Nov 2023, 18:26 |
| Q2 2023 | 103 | $193,480,000 | +$1,859,184 | -$4,098,534 | -$2,239,350 | IWR, IWN, IWF, MSFT, AAPL | 13F-HR | 04 Aug 2023, 15:36 |
| Q1 2023 | 102 | $184,879,000 | +$2,056,748 | -$6,010,692 | -$3,953,944 | IWR, IWN, IWF, IWD, VYM | 13F-HR | 08 May 2023, 16:44 |
| Q4 2022 | 106 | $179,886,000 | +$3,989,580 | -$14,427,399 | -$10,437,819 | IWR, IWN, VYM, IWD, IWF | 13F-HR | 08 Feb 2023, 14:15 |
| Q3 2022 | 106 | $181,476,000 | +$3,017,884 | -$5,065,714 | -$2,047,830 | IWR, IWN, IWF, IWD, VYM | 13F-HR | 25 Oct 2022, 16:32 |
| Q2 2022 | 108 | $192,540,000 | +$9,819,726 | -$6,695,948 | +$3,123,778 | IWR, IWN, IWF, IWD, VYM | 13F-HR | 02 Aug 2022, 18:50 |
| Q1 2022 | 119 | $226,531,000 | +$3,042,124 | -$5,760,416 | -$2,718,292 | IWN, IWR, IWF, AMZN, IWD | 13F-HR | 22 Apr 2022, 17:14 |
| Q4 2021 | 123 | $238,778,000 | +$10,149,807 | -$8,025,276 | +$2,124,531 | IWN, IWF, IWR, AMZN, IWD | 13F-HR | 10 Feb 2022, 17:57 |
| Q3 2021 | 124 | $223,079,000 | +$10,932,396 | -$6,122,881 | +$4,809,515 | IWN, IWF, IWR, AMZN, IWD | 13F-HR | 08 Nov 2021, 15:49 |
| Q2 2021 | 124 | $219,885,000 | +$8,834,451 | -$8,559,267 | +$275,184 | IWN, IWF, IWR, AMZN, IWD | 13F-HR | 05 Aug 2021, 15:24 |
| Q1 2021 | 127 | $208,409,000 | +$10,202,582 | -$14,764,309 | -$4,561,727 | IWN, IWF, IWR, AMZN, IWD | 13F-HR | 03 May 2021, 16:32 |
| Q4 2020 | 124 | $202,294,000 | +$25,960,133 | -$2,302,296 | +$23,657,837 | IWF, AMZN, IWN, IWR, VTI | 13F-HR | 28 Jan 2021, 20:11 |
| Q3 2020 | 119 | $171,486,000 | +$13,041,907 | -$3,276,516 | +$9,765,391 | IWF, AMZN, MSFT, IWR, VTI | 13F-HR | 29 Oct 2020, 15:30 |
| Q2 2020 | 109 | $157,737,000 | +$7,366,317 | -$6,288,273 | +$1,078,044 | IWF, AMZN, MSFT, IWR, VYM | 13F-HR | 03 Aug 2020, 16:36 |
| Q1 2020 | 106 | $132,895,000 | +$5,569,009 | -$7,221,218 | -$1,652,209 | AMZN, IWF, MSFT, VYM, IWR | 13F-HR | 27 Apr 2020, 15:50 |
| Q4 2019 | 113 | $165,619,000 | +$10,792,612 | -$2,511,500 | +$8,281,112 | VYM, IWF, IWR, IWN, VTI | 13F-HR | 30 Jan 2020, 15:48 |
| Q3 2019 | 107 | $147,554,000 | +$7,540,794 | -$4,991,962 | +$2,548,832 | VYM, IWF, IWR, IWN, VTI | 13F-HR | 01 Nov 2019, 14:50 |
| Q2 2019 | 105 | $144,432,000 | +$19,067,471 | -$12,673,710 | +$6,393,761 | VYM, IWN, IWR, IWF, VTI | 13F-HR | 05 Aug 2019, 16:08 |
| Q1 2019 | 99 | $134,291,000 | +$2,418,095 | -$5,159,099 | -$2,741,004 | IWN, VYM, IVW, IWF, IWR | 13F-HR | 23 Apr 2019, 15:11 |
| Q4 2018 | 94 | $122,692,000 | +$5,782,355 | -$6,504,714 | -$722,359 | IWN, VYM, IVW, IWF, IWR | 13F-HR | 30 Jan 2019, 17:49 |
| Q3 2018 | 107 | $147,468,000 | +$5,389,515 | -$3,860,423 | +$1,529,092 | IWN, VYM, IWF, IVW, IWR | 13F-HR | 31 Oct 2018, 17:29 |
| Q2 2018 | 104 | $139,222,000 | +$5,106,312 | -$6,911,388 | -$1,805,076 | IWN, VYM, IWF, IVW, IWR | 13F-HR | 01 Aug 2018, 13:50 |
| Q1 2018 | 105 | $136,430,000 | +$5,065,797 | -$5,351,360 | -$285,563 | IWN, IJS, VYM, IWF, IVW | 13F-HR | 25 Apr 2018, 13:55 |
| Q4 2017 | 100 | $138,565,000 | +$1,642,966 | -$4,060,036 | -$2,417,070 | IWN, IJS, VYM, IVW, IWF | 13F-HR | 29 Jan 2018, 14:40 |
| Q3 2017 | 99 | $134,504,000 | +$3,066,154 | -$7,711,389 | -$4,645,235 | IWN, IJS, VYM, IVW, IWF | 13F-HR | 01 Nov 2017, 18:41 |
| Q2 2017 | 98 | $134,156,000 | +$3,142,113 | -$4,227,951 | -$1,085,838 | IWN, IJS, IVW, VYM, IWR | 13F-HR | 01 Aug 2017, 17:10 |
| Q1 2017 | 99 | $132,677,000 | +$1,966,740 | -$2,336,726 | -$369,986 | IWN, IJS, IVW, VYM, IWF | 13F-HR | 28 Apr 2017, 19:52 |
| Q4 2016 | 97 | $128,344,000 | +$4,297,597 | -$4,054,143 | +$243,454 | IWN, IJS, VYM, IWF, IVW | 13F-HR | 20 Jan 2017, 14:13 |
| Q3 2016 | 94 | $122,919,000 | +$2,528,143 | -$1,134,122 | +$1,394,021 | IWN, IJS, IVW, IWF, IWR | 13F-HR | 28 Oct 2016, 11:26 |
| Q2 2016 | 94 | $117,351,000 | +$3,359,385 | -$4,247,700 | -$888,315 | IWN, IJS, IVW, IWF, IWR | 13F-HR | 27 Jul 2016, 14:01 |
| Q1 2016 | 95 | $115,483,000 | +$3,842,099 | -$3,895,360 | -$53,261 | IWN, IJS, IVW, IWF, IWR | 13F-HR | 26 Apr 2016, 15:40 |
| Q4 2015 | 97 | $113,826,000 | +$3,710,662 | -$2,367,949 | +$1,342,713 | IWN, IVW, IJS, IWF, IWR | 13F-HR | 02 Feb 2016, 13:05 |
| Q3 2015 | 95 | $107,714,000 | +$2,380,894 | -$2,468,083 | -$87,189 | IWN, IJS, IVW, IWF, IWR | 13F-HR | 02 Nov 2015, 13:57 |
| Q2 2015 | 96 | $116,429,000 | +$9,304,792 | -$4,952,606 | +$4,352,186 | IWN, IJS, IVW, IWF, IWR | 13F-HR | 06 Aug 2015, 15:40 |
| Q1 2015 | 95 | $113,902,000 | +$3,715,894 | -$1,769,613 | +$1,946,281 | IWN, IJS, IWR, IWF, IVW | 13F-HR | 01 May 2015, 13:34 |
| Q4 2014 | 92 | $110,298,000 | $0 | $0 | $0 | IWN, IJS, IWR, IWF, IVW | 13F-HR | 11 Feb 2015, 17:47 |