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IEQ CAPITAL, LLC: SONY position timeline

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

IEQ CAPITAL, LLC held 105,623 SONY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,623 shares
    Change vs previous 13F -20,904 shares

    0.01% of the 13F portfolio, value $2,118,789.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 126,527 shares
    Change vs previous 13F +2,473 shares

    0.01% of the 13F portfolio, value $2,619,114.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 124,054 shares
    Change vs previous 13F +8,654 shares

    0.01% of the 13F portfolio, value $3,175,799.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 115,400 shares
    Change vs previous 13F +53,599 shares

    0.01% of the 13F portfolio, value $3,322,353.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 61,801 shares
    Change vs previous 13F +16,015 shares

    0.01% of the 13F portfolio, value $1,608,684.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 45,786 shares
    Change vs previous 13F +12,949 shares

    0.01% of the 13F portfolio, value $1,162,518.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 32,837 shares
    Change vs previous 13F +26,419 shares

    0.01% of the 13F portfolio, value $694,839.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 6,418 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $619,803.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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