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BLUE SQUARE ASSET MANAGEMENT, LLC: SONY position timeline

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

BLUE SQUARE ASSET MANAGEMENT, LLC held 153,736 SONY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,736 shares
    Change vs previous 13F -1,018 shares

    1.25% of the 13F portfolio, value $3,083,944.

    13F-HR 0001769578-26-000007 filed by BLUE SQUARE ASSET 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 154,754 shares
    Change vs previous 13F -1,325 shares

    1.52% of the 13F portfolio, value $3,203,408.

    13F-HR 0001769578-26-000005 filed by BLUE SQUARE ASSET 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 156,079 shares
    Change vs previous 13F +108 shares

    1.77% of the 13F portfolio, value $3,995,622.

    13F-HR 0001769578-26-000002 filed by BLUE SQUARE ASSET 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 155,971 shares
    Change vs previous 13F -167 shares

    1.96% of the 13F portfolio, value $4,490,405.

    13F-HR 0001769578-25-000012 filed by BLUE SQUARE ASSET 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 156,138 shares
    Change vs previous 13F +12,987 shares

    1.9% of the 13F portfolio, value $4,064,272.

    13F-HR 0001769578-25-000007 filed by BLUE SQUARE ASSET 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 143,151 shares
    Change vs previous 13F -2,463 shares

    1.96% of the 13F portfolio, value $3,634,604.

    13F-HR 0001769578-25-000004 filed by BLUE SQUARE ASSET 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 145,614 shares
    Change vs previous 13F +117,392 shares

    1.54% of the 13F portfolio, value $3,081,192.

    13F-HR 0001769578-25-000002 filed by BLUE SQUARE ASSET 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 28,222 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $2,725,399.

    13F-HR 0001769578-24-000007 filed by BLUE SQUARE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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