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BFSG, LLC: SONY position timeline

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

BFSG, LLC held 0 SONY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -333 shares

    13F-HR 0001706836-26-000003 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 333 shares
    Change vs previous 13F -285,033 shares

    <0.01% of the 13F portfolio, value $6,894.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 285,366 shares
    Change vs previous 13F -1,407 shares

    0.71% of the 13F portfolio, value $7,305,370.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 286,773 shares
    Change vs previous 13F -675 shares

    0.8% of the 13F portfolio, value $8,256,195.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 287,448 shares
    Change vs previous 13F -395 shares

    0.84% of the 13F portfolio, value $7,482,272.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 287,843 shares
    Change vs previous 13F -1,628 shares

    0.89% of the 13F portfolio, value $7,308,334.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 289,471 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $6,125,207.

    13F-HR 0001706836-25-000002 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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