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Disclosery

Advisory Resource Group: SONY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Resource Group on SONY, newest first. How the timeline and the estimate are built.

Advisory Resource Group held 63,190 SONY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,190 shares
    Change vs previous 13F +10,583 shares

    0.19% of the 13F portfolio, value $1,267,591.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 52,607 shares
    Change vs previous 13F +6,089 shares

    0.19% of the 13F portfolio, value $1,088,965.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 46,518 shares
    Change vs previous 13F +913 shares

    0.21% of the 13F portfolio, value $1,190,861.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,605 shares
    Change vs previous 13F +2,616 shares

    0.24% of the 13F portfolio, value $1,312,968.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,989 shares
    Change vs previous 13F +1,217 shares

    0.22% of the 13F portfolio, value $1,119,004.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 41,772 shares
    Change vs previous 13F -8,285 shares

    0.22% of the 13F portfolio, value $1,060,591.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 50,057 shares
    Change vs previous 13F +39,216 shares

    0.22% of the 13F portfolio, value $1,059,206.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,841 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,046,915.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).