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Disclosery

Cetera Trust Company, N.A: SONY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Trust Company, N.A on SONY, newest first. How the timeline and the estimate are built.

Cetera Trust Company, N.A held 18,025 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 18,025 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $361,582.

    13F-HR 0002005547-26-000004 filed by Cetera Trust Company, N.A
    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 18,025 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $373,118.

    13F-HR 0002005547-26-000003 filed by Cetera Trust Company, N.A
    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 18,025 shares
    Change vs previous 13F +575 shares

    0.25% of the 13F portfolio, value $461,440.

    13F-HR 0002005547-26-000002 filed by Cetera Trust Company, N.A
    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 17,450 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $502,386.

    13F-HR 0002005547-25-000008 filed by Cetera Trust Company, N.A
    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 17,450 shares
    Change vs previous 13F +525 shares

    0.27% of the 13F portfolio, value $454,224.

    13F-HR 0002005547-25-000006 filed by Cetera Trust Company, N.A
    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 16,925 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $429,726.

    13F-HR 0002005547-25-000004 filed by Cetera Trust Company, N.A
    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 16,925 shares
    Change vs previous 13F +13,660 shares

    0.23% of the 13F portfolio, value $358,133.

    13F-HR 0002005547-25-000002 filed by Cetera Trust Company, N.A
    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 3,265 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $315,301.

    13F-HR 0002005547-24-000008 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

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