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CapWealth Advisors, LLC: SONY position timeline

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

CapWealth Advisors, LLC held 683,884 SONY shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 683,884 shares
    Change vs previous 13F +21,730 shares

    1.22% of the 13F portfolio, value $16,091,791.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 662,154 shares
    Change vs previous 13F +43,416 shares

    0.91% of the 13F portfolio, value $13,282,809.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 618,738 shares
    Change vs previous 13F +31,733 shares

    0.95% of the 13F portfolio, value $12,807,877.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 587,005 shares
    Change vs previous 13F +34,595 shares

    1.03% of the 13F portfolio, value $15,027,328.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 552,410 shares
    Change vs previous 13F -14,110 shares

    1.1% of the 13F portfolio, value $15,903,884.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 566,520 shares
    Change vs previous 13F +7,090 shares

    1.46% of the 13F portfolio, value $14,746,516.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 559,430 shares
    Change vs previous 13F +36,755 shares

    1.54% of the 13F portfolio, value $14,203,928.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 522,675 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $11,059,803.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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