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Disclosery

Live Oak Private Wealth LLC: SONY position timeline

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

Live Oak Private Wealth LLC held 431,463 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 431,463 shares
    Change vs previous 13F -22,855 shares

    1.08% of the 13F portfolio, value $8,655,148.

    13F-HR 0001398344-26-012327 filed by Live Oak Private Wealth 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 454,318 shares
    Change vs previous 13F +15,174 shares

    1.31% of the 13F portfolio, value $9,404,383.

    13F-HR 0001398344-26-006713 filed by Live Oak Private Wealth 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 439,144 shares
    Change vs previous 13F -9,104 shares

    1.53% of the 13F portfolio, value $11,242,086.

    13F-HR 0001398344-26-001078 filed by Live Oak Private Wealth 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 448,248 shares
    Change vs previous 13F -1,100 shares

    1.8% of the 13F portfolio, value $12,905,060.

    13F-HR 0001398344-25-019258 filed by Live Oak Private Wealth 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 449,348 shares
    Change vs previous 13F +226 shares

    1.74% of the 13F portfolio, value $11,696,528.

    13F-HR 0001398344-25-014372 filed by Live Oak Private Wealth 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 449,122 shares
    Change vs previous 13F +46,378 shares

    1.85% of the 13F portfolio, value $11,403,208.

    13F-HR 0001398344-25-007477 filed by Live Oak Private Wealth 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 402,744 shares
    Change vs previous 13F +320,485 shares

    1.43% of the 13F portfolio, value $8,522,063.

    13F-HR 0001398344-25-001194 filed by Live Oak Private Wealth 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 82,259 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $7,943,752.

    13F-HR 0001398344-24-019137 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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