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CABOT WEALTH MANAGEMENT INC: SONY position timeline

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

CABOT WEALTH MANAGEMENT INC held 854,132 SONY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 854,132 shares
    Change vs previous 13F +23,223 shares

    1.74% of the 13F portfolio, value $17,133,888.

    13F-HR 0001016683-26-000004 filed by CABOT WEALTH MANAGEMENT INC
    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 830,909 shares
    Change vs previous 13F +16,326 shares

    1.98% of the 13F portfolio, value $17,199,816.

    13F-HR 0001016683-26-000002 filed by CABOT WEALTH MANAGEMENT INC
    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 814,583 shares
    Change vs previous 13F -8,728 shares

    2.31% of the 13F portfolio, value $20,853,325.

    13F-HR 0001016683-26-000001 filed by CABOT WEALTH MANAGEMENT INC
    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 823,311 shares
    Change vs previous 13F -17,604 shares

    2.63% of the 13F portfolio, value $23,703,124.

    13F-HR 0001016683-25-000002 filed by CABOT WEALTH MANAGEMENT INC
    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 840,915 shares
    Change vs previous 13F -7,711 shares

    2.6% of the 13F portfolio, value $21,889,018.

    13F-HR 0001085146-25-004371 filed by CABOT WEALTH MANAGEMENT INC
    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 848,626 shares
    Change vs previous 13F -4,287 shares

    2.74% of the 13F portfolio, value $21,546,614.

    13F-HR 0001085146-25-002208 filed by CABOT WEALTH MANAGEMENT INC
    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 852,913 shares
    Change vs previous 13F +687,122 shares

    2.29% of the 13F portfolio, value $18,047,639.

    13F-HR 0001085146-25-000741 filed by CABOT WEALTH MANAGEMENT INC
    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 165,791 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $16,010,437.

    13F-HR 0001085146-24-004908 filed by CABOT WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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