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Clearstead Advisors, LLC: SONY position timeline

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

Clearstead Advisors, LLC held 69,064 SONY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,064 shares
    Change vs previous 13F -31,385 shares

    0.01% of the 13F portfolio, value $1,385,424.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    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 100,449 shares
    Change vs previous 13F +57,624 shares

    0.02% of the 13F portfolio, value $2,079,287.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 ended2025-12-31
    13F 42,825 shares
    Change vs previous 13F +1,973 shares

    0.01% of the 13F portfolio, value $1,096,319.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 ended2025-09-30
    13F 40,852 shares
    Change vs previous 13F +228 shares

    0.02% of the 13F portfolio, value $1,176,148.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 ended2025-06-30
    13F 40,624 shares
    Change vs previous 13F +2,695 shares

    0.01% of the 13F portfolio, value $1,057,460.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 ended2025-03-31
    13F 37,929 shares
    Change vs previous 13F +9,443 shares

    0.01% of the 13F portfolio, value $963,018.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 ended2024-12-31
    13F 28,486 shares
    Change vs previous 13F +22,905 shares

    0.01% of the 13F portfolio, value $602,754.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 ended2024-09-30
    13F 5,581 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $538,958.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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