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Disclosery

Grassi Investment Management: SONY position timeline

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

Grassi Investment Management held 13,875 SONY shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 13,875 shares
    Change vs previous 13F -1,000 shares

    0.03% of the 13F portfolio, value $361,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 14,875 shares
    Change vs previous 13F -5,125 shares

    0.03% of the 13F portfolio, value $378,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 20,000 shares
    Change vs previous 13F +15,025 shares

    0.04% of the 13F portfolio, value $423,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 4,975 shares
    Change vs previous 13F -600 shares

    0.04% of the 13F portfolio, value $480,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 5,575 shares
    Change vs previous 13F -4,325 shares

    0.04% of the 13F portfolio, value $474,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 9,900 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $849,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 9,900 shares
    Change vs previous 13F -1,200 shares

    0.1% of the 13F portfolio, value $937,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 11,100 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $915,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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