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EVERGREEN CAPITAL MANAGEMENT LLC: SONY position timeline

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

EVERGREEN CAPITAL MANAGEMENT LLC held 107,403 SONY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,403 shares
    Change vs previous 13F +26,935 shares

    0.04% of the 13F portfolio, value $2,154,505.

    13F-HR 0001172661-26-002761 filed by EVERGREEN CAPITAL MANAGEMENT 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 80,468 shares
    Change vs previous 13F +8,202 shares

    0.04% of the 13F portfolio, value $1,665,688.

    13F-HR 0001172661-26-001935 filed by EVERGREEN CAPITAL MANAGEMENT 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 72,266 shares
    Change vs previous 13F +5,312 shares

    0.04% of the 13F portfolio, value $1,850,011.

    13F-HR 0001172661-26-000334 filed by EVERGREEN CAPITAL MANAGEMENT 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 66,954 shares
    Change vs previous 13F +3,998 shares

    0.05% of the 13F portfolio, value $1,927,606.

    13F-HR 0001172661-25-004467 filed by EVERGREEN CAPITAL MANAGEMENT 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 62,956 shares
    Change vs previous 13F +14,946 shares

    0.05% of the 13F portfolio, value $1,638,745.

    13F-HR 0001172661-25-003310 filed by EVERGREEN CAPITAL MANAGEMENT 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 48,010 shares
    Change vs previous 13F +883 shares

    0.04% of the 13F portfolio, value $1,218,974.

    13F-HR 0001172661-25-002001 filed by EVERGREEN CAPITAL MANAGEMENT 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 47,127 shares
    Change vs previous 13F +38,707 shares

    0.03% of the 13F portfolio, value $997,208.

    13F-HR 0001172661-25-000819 filed by EVERGREEN CAPITAL MANAGEMENT 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 8,420 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $813,120.

    13F-HR 0001172661-24-004877 filed by EVERGREEN CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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