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Disclosery

Ballentine Partners, LLC: SONY position timeline

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

Ballentine Partners, LLC held 75,978 SONY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,978 shares
    Change vs previous 13F +651 shares

    0.02% of the 13F portfolio, value $1,524,119.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
    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 75,327 shares
    Change vs previous 13F -5,481 shares

    0.02% of the 13F portfolio, value $1,559,270.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
    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 80,808 shares
    Change vs previous 13F +2,775 shares

    0.03% of the 13F portfolio, value $2,068,685.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
    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 78,033 shares
    Change vs previous 13F -5,046 shares

    0.03% of the 13F portfolio, value $2,246,571.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
    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 83,079 shares
    Change vs previous 13F -3,700 shares

    0.03% of the 13F portfolio, value $2,162,547.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
    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 86,779 shares
    Change vs previous 13F +13,493 shares

    0.04% of the 13F portfolio, value $2,203,319.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
    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 73,286 shares
    Change vs previous 13F +59,949 shares

    0.03% of the 13F portfolio, value $1,550,732.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
    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 13,337 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,287,954.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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