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IFP Advisors, Inc: SONY position timeline

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

IFP Advisors, Inc held 6,720 SONY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,720 shares
    Change vs previous 13F -188 shares

    <0.01% of the 13F portfolio, value $134,803.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, 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 6,908 shares
    Change vs previous 13F +81 shares

    <0.01% of the 13F portfolio, value $142,996.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, 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 6,827 shares
    Change vs previous 13F +1,309 shares

    <0.01% of the 13F portfolio, value $174,771.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, 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/A 5,518 shares
    Change vs previous 13F -689 shares

    <0.01% of the 13F portfolio, value $158,863.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, 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 6,207 shares
    Change vs previous 13F -159 shares

    <0.01% of the 13F portfolio, value $161,575.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, 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 6,366 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $161,631.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, 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 6,291 shares
    Change vs previous 13F +5,964 shares

    <0.01% of the 13F portfolio, value $133,113.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, 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 327 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $31,579.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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