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Atria Wealth Solutions, Inc.: SONY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on SONY, newest first. How the timeline and the estimate are built.

Atria Wealth Solutions, Inc. held 21,058 SONY shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 21,058 shares
    Change vs previous 13F -66,236 shares

    0.01% of the 13F portfolio, value $548,151.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 87,294 shares
    Change vs previous 13F -2,576 shares

    0.03% of the 13F portfolio, value $2,216,390.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 89,870 shares
    Change vs previous 13F +73,580 shares

    0.02% of the 13F portfolio, value $1,901,643.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 16,290 shares
    Change vs previous 13F -1,932 shares

    0.02% of the 13F portfolio, value $1,573,062.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 18,222 shares
    Change vs previous 13F -1,654 shares

    0.02% of the 13F portfolio, value $1,547,903.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 19,876 shares
    Change vs previous 13F +471 shares

    0.02% of the 13F portfolio, value $1,704,255.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 19,405 shares
    Change vs previous 13F +6,274 shares

    0.02% of the 13F portfolio, value $1,837,570.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 13,131 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,082,091.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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