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Disclosery

BKM Wealth Management, LLC: SONY position timeline

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

BKM Wealth Management, LLC held 28,433 SONY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,433 shares
    Change vs previous 13F +138 shares

    0.2% of the 13F portfolio, value $570,369.

    13F-HR 0002007263-26-000003 filed by BKM Wealth Management, 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 28,295 shares
    Change vs previous 13F +4,359 shares

    0.21% of the 13F portfolio, value $585,709.

    13F-HR 0002007263-26-000002 filed by BKM Wealth Management, 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 23,936 shares
    Change vs previous 13F -1,551 shares

    0.22% of the 13F portfolio, value $612,765.

    13F-HR 0002007263-26-000001 filed by BKM Wealth Management, 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 25,487 shares
    Change vs previous 13F -6,462 shares

    0.27% of the 13F portfolio, value $733,774.

    13F-HR 0002007263-25-000007 filed by BKM Wealth Management, 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 31,949 shares
    Change vs previous 13F -4,655 shares

    0.32% of the 13F portfolio, value $831,635.

    13F-HR 0002007263-25-000005 filed by BKM Wealth Management, 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 36,604 shares
    Change vs previous 13F -3,430 shares

    0.38% of the 13F portfolio, value $929,377.

    13F-HR 0002007263-25-000004 filed by BKM Wealth Management, 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 40,034 shares
    Change vs previous 13F +32,111 shares

    0.35% of the 13F portfolio, value $847,120.

    13F-HR 0002007263-25-000003 filed by BKM Wealth Management, 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 7,923 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $765,124.

    13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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