Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: SONY position timeline

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

CAPTRUST FINANCIAL ADVISORS held 322,802 SONY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 322,802 shares
    Change vs previous 13F -138,787 shares

    0.01% of the 13F portfolio, value $6,475,403.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 461,589 shares
    Change vs previous 13F +184,896 shares

    0.02% of the 13F portfolio, value $9,554,887.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 276,693 shares
    Change vs previous 13F +95,139 shares

    0.01% of the 13F portfolio, value $7,083,351.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 181,554 shares
    Change vs previous 13F -9,662 shares

    0.01% of the 13F portfolio, value $5,227,900.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 191,216 shares
    Change vs previous 13F +19,798 shares

    0.01% of the 13F portfolio, value $4,977,365.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 171,418 shares
    Change vs previous 13F +17,938 shares

    0.01% of the 13F portfolio, value $4,352,307.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 153,480 shares
    Change vs previous 13F +118,188 shares

    0.01% of the 13F portfolio, value $3,247,638.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 35,292 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,408,133.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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