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AVANTAX ADVISORY SERVICES, INC.: SONY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on SONY, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 103,062 SONY shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 103,062 shares
    Change vs previous 13F -11,671 shares

    0.01% of the 13F portfolio, value $2,682,715.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, 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 114,733 shares
    Change vs previous 13F +30,381 shares

    0.02% of the 13F portfolio, value $2,913,070.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, 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 84,352 shares
    Change vs previous 13F +70,781 shares

    0.01% of the 13F portfolio, value $1,784,884.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, 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 13,571 shares
    Change vs previous 13F +1,042 shares

    0.01% of the 13F portfolio, value $1,310,593.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, 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 12,529 shares
    Change vs previous 13F +10,069 shares

    0.01% of the 13F portfolio, value $1,064,355.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, 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 2,460 shares
    Change vs previous 13F +150 shares

    <0.01% of the 13F portfolio, value $210,903.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, 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 2,310 shares
    Change vs previous 13F -383 shares

    <0.01% of the 13F portfolio, value $218,715.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, 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 2,693 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $221,955.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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