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Disclosery

Heritage Family Offices, LLP: SONY position timeline

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

Heritage Family Offices, LLP held 13,563 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 13,563 shares
    Change vs previous 13F -11,372 shares

    0.11% of the 13F portfolio, value $272,081.

    13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
    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 24,935 shares
    Change vs previous 13F -11,082 shares

    0.23% of the 13F portfolio, value $516,164.

    13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
    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 36,017 shares
    Change vs previous 13F -2,927 shares

    0.42% of the 13F portfolio, value $922,046.

    13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
    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 38,944 shares
    Change vs previous 13F +1,173 shares

    0.52% of the 13F portfolio, value $1,121,208.

    13F-HR 0002019316-25-000006 filed by Heritage Family Offices, LLP
    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 37,771 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $947,685.

    13F-HR 0002019316-25-000003 filed by Heritage Family Offices, LLP
    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 37,771 shares
    Change vs previous 13F -10,839 shares

    0.49% of the 13F portfolio, value $959,017.

    13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
    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 48,610 shares
    Change vs previous 13F +40,084 shares

    0.51% of the 13F portfolio, value $1,028,596.

    13F-HR 0002019316-25-000001 filed by Heritage Family Offices, LLP
    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 8,526 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $823,400.

    13F-HR 0002019316-24-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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