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B. Riley Wealth Advisors, Inc.: SONY position timeline

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

B. Riley Wealth Advisors, Inc. held 12,842 SONY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,842 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $302,180.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,838 shares
    Change vs previous 13F -1,698 shares

    0.01% of the 13F portfolio, value $262,285.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,536 shares
    Change vs previous 13F +806 shares

    0.02% of the 13F portfolio, value $289,556.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,730 shares
    Change vs previous 13F +385 shares

    0.02% of the 13F portfolio, value $351,496.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,345 shares
    Change vs previous 13F -1,215 shares

    0.02% of the 13F portfolio, value $384,209.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,560 shares
    Change vs previous 13F -42,489 shares

    0.02% of the 13F portfolio, value $378,995.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 57,049 shares
    Change vs previous 13F +1,863 shares

    0.04% of the 13F portfolio, value $1,448,472.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 55,186 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,167,733.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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