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Ellsworth Advisors, LLC: SONY position timeline

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

Ellsworth Advisors, LLC held 108,491 SONY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,491 shares
    Change vs previous 13F +5,915 shares

    0.37% of the 13F portfolio, value $2,246,849.

    13F-HR 0001843553-26-000004 filed by Ellsworth 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 102,576 shares
    Change vs previous 13F +6,402 shares

    0.4% of the 13F portfolio, value $2,123,323.

    13F-HR 0001843553-26-000003 filed by Ellsworth 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 96,174 shares
    Change vs previous 13F +401 shares

    0.46% of the 13F portfolio, value $2,319,717.

    13F-HR 0001843553-26-000001 filed by Ellsworth 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 95,773 shares
    Change vs previous 13F +1,041 shares

    0.59% of the 13F portfolio, value $2,766,882.

    13F-HR 0001843553-25-000008 filed by Ellsworth 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 94,732 shares
    Change vs previous 13F +1,576 shares

    0.6% of the 13F portfolio, value $2,465,874.

    13F-HR 0001843553-25-000007 filed by Ellsworth 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 93,156 shares
    Change vs previous 13F +864 shares

    0.62% of the 13F portfolio, value $2,365,231.

    13F-HR 0001843553-25-000004 filed by Ellsworth 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 92,292 shares
    Change vs previous 13F +74,523 shares

    0.51% of the 13F portfolio, value $1,952,899.

    13F-HR 0001843553-25-000001 filed by Ellsworth 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 17,769 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,715,952.

    13F-HR 0001843553-24-000004 filed by Ellsworth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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