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Disclosery

D.B. Root & Company, LLC: SON position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.B. Root & Company, LLC on SON, newest first. How the timeline and the estimate are built.

D.B. Root & Company, LLC held 13,278 SON 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 13,278 shares
    Change vs previous 13F -661 shares

    0.16% of the 13F portfolio, value $748,215.

    13F-HR 0001731717-26-000003 filed by D.B. Root & Company, 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 13,939 shares
    Change vs previous 13F -1,158 shares

    0.18% of the 13F portfolio, value $753,961.

    13F-HR 0001731717-26-000002 filed by D.B. Root & Company, 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 15,097 shares
    Change vs previous 13F -1,429 shares

    0.16% of the 13F portfolio, value $658,833.

    13F-HR 0001731717-26-000001 filed by D.B. Root & Company, 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 16,526 shares
    Change vs previous 13F +1,187 shares

    0.18% of the 13F portfolio, value $712,105.

    13F-HR 0001731717-25-000002 filed by D.B. Root & Company, 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 15,339 shares
    Change vs previous 13F -508 shares

    0.2% of the 13F portfolio, value $668,167.

    13F-HR 0001172661-25-002672 filed by D.B. Root & Company, 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 15,847 shares
    Change vs previous 13F -199 shares

    0.24% of the 13F portfolio, value $748,612.

    13F-HR 0001172661-25-001837 filed by D.B. Root & Company, 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 16,046 shares
    Change vs previous 13F +1,465 shares

    0.25% of the 13F portfolio, value $783,847.

    13F-HR 0001172661-25-000250 filed by D.B. Root & Company, 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 14,581 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $796,560.

    13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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