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Bleakley Financial Group, LLC: SONY position timeline

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

Bleakley Financial Group, LLC held 79,595 SONY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,595 shares
    Change vs previous 13F -15,233 shares

    0.02% of the 13F portfolio, value $1,596,685.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 94,828 shares
    Change vs previous 13F +6,041 shares

    0.03% of the 13F portfolio, value $1,962,940.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 88,787 shares
    Change vs previous 13F +20,785 shares

    0.04% of the 13F portfolio, value $2,272,941.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 68,002 shares
    Change vs previous 13F +31,055 shares

    0.05% of the 13F portfolio, value $1,957,787.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 36,947 shares
    Change vs previous 13F +19,969 shares

    0.02% of the 13F portfolio, value $961,739.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 16,978 shares
    Change vs previous 13F -843 shares

    0.01% of the 13F portfolio, value $431,076.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 17,821 shares
    Change vs previous 13F +14,567 shares

    0.01% of the 13F portfolio, value $377,096.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 3,254 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $314,239.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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