SOTK — SONO TEK CORP COM ADDED

Ownership history in Focused Wealth Management, Inc  ·  18 quarters on record

AI Ownership Summary

Focused Wealth Management, Inc reported SONO TEK CORP COM ADDED (SOTK) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows SOTK at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SOTK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Focused Wealth Management, Inc's position in SONO TEK CORP COM ADDED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SOTK was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SOTK stock page Focused Wealth Management, Inc fund profile Focused Wealth Management, Inc full holdings
How Focused Wealth Management, Inc held SOTK — position size vs. price
% of Fund (quarterly)    SOTK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 13,343 — 0% 0.01% $55K 2026-02-14 (Est.) $4.10
2025 Q3 UNCHANGED 13,343 — 0% 0.01% $59K 2025-10-10 $4.35
2025 Q2 UNCHANGED 13,343 — 0% 0.01% $50K 2025-07-15 $3.69
2025 Q1 ADDED 13,343 +1,000 +8.1% 0.01% $49K 2025-05-01 $4.05
2024 Q4 UNCHANGED 12,343 — 0% 0.01% $49K 2025-01-28 $3.96
2024 Q3 UNCHANGED 12,343 — 0% 0.01% $50K 2024-10-30 $4.23
2024 Q2 UNCHANGED 12,343 — 0% 0.01% $48K 2024-07-30 $3.81
2024 Q1 REDUCED 12,343 -877 -6.6% 0.01% $60K 2024-05-08 $4.73
2023 Q4 UNCHANGED 13,220 — 0% 0.01% $72K 2024-01-10 $5.54
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SOTK

As of 2025 Q4 — sorted by position size

Topline Capital Management, LLC 0.06% BARD ASSOCIATES INC 3Y 7Y 0.05% Benin Management CORP 3Y 7Y 0.04% PEAK FINANCIAL ADVISORS LLC 3Y 0.03% Beaumont Financial Advisors, LLC 3Y 0.01% HM PAYSON & CO 3Y 7Y 0.0% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.0% STIFEL FINANCIAL CORP 3Y 7Y 0.0% Tower Research Capital LLC (TRC) 3Y 7Y 0.0% GEODE CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0%

FAQ About Focused Wealth Management, Inc and SOTK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Focused Wealth Management, Inc reported owning SOTK?

Focused Wealth Management, Inc reported SOTK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SOTK position in Focused Wealth Management, Inc's portfolio?

The largest reported portfolio weight for SOTK was 0.01% in 2023 Q4.

What is the latest reported SOTK position on this page?

The most recent filing on this page is 2025 Q4, when Focused Wealth Management, Inc reported 13,343 shares, equal to 0.01% of portfolio, with an estimated market value of $55K.

What does the chart on this SOTK ownership page compare?

The chart compares Focused Wealth Management, Inc's quarterly SOTK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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