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Ethic Inc.: SONY position timeline

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

Ethic Inc. held 516,600 SONY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 516,600 shares
    Change vs previous 13F +20,035 shares

    0.13% of the 13F portfolio, value $10,362,988.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 496,565 shares
    Change vs previous 13F -28,029 shares

    0.16% of the 13F portfolio, value $10,278,899.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 524,594 shares
    Change vs previous 13F +13,157 shares

    0.21% of the 13F portfolio, value $13,429,617.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 511,437 shares
    Change vs previous 13F +38,056 shares

    0.24% of the 13F portfolio, value $14,724,264.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 473,381 shares
    Change vs previous 13F +11,220 shares

    0.22% of the 13F portfolio, value $12,449,908.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 462,161 shares
    Change vs previous 13F -9,536 shares

    0.24% of the 13F portfolio, value $11,632,582.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 471,697 shares
    Change vs previous 13F +386,218 shares

    0.2% of the 13F portfolio, value $9,981,100.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    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 85,479 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $7,328,986.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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