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Disclosery

BSW Wealth Partners: SONY position timeline

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

BSW Wealth Partners held 25,030 SONY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,030 shares
    Change vs previous 13F -1,148 shares

    0.06% of the 13F portfolio, value $502,112.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 26,178 shares
    Change vs previous 13F +1,930 shares

    0.07% of the 13F portfolio, value $541,883.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 24,248 shares
    Change vs previous 13F -4,162 shares

    0.07% of the 13F portfolio, value $620,738.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 28,410 shares
    Change vs previous 13F +1,049 shares

    0.1% of the 13F portfolio, value $817,929.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 27,361 shares
    Change vs previous 13F +699 shares

    0.1% of the 13F portfolio, value $712,211.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 26,662 shares
    Change vs previous 13F +12,404 shares

    0.1% of the 13F portfolio, value $676,948.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 14,258 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $301,701.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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