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Disclosery

LVW Advisors, LLC: SONY position timeline

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

LVW Advisors, LLC held 19,677 SONY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,677 shares
    Change vs previous 13F -8,791 shares

    0.03% of the 13F portfolio, value $394,721.

    13F-HR 0001576053-26-000004 filed by LVW Advisors, 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 28,468 shares
    Change vs previous 13F +6,494 shares

    0.06% of the 13F portfolio, value $589,288.

    13F-HR 0001576053-26-000002 filed by LVW Advisors, 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 21,974 shares
    Change vs previous 13F +4,013 shares

    0.06% of the 13F portfolio, value $562,535.

    13F-HR 0001576053-26-000001 filed by LVW Advisors, 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 17,961 shares
    Change vs previous 13F -3,116 shares

    0.05% of the 13F portfolio, value $517,098.

    13F-HR 0001576053-25-000003 filed by LVW Advisors, 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 21,077 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $548,635.

    13F-HR 0001085146-25-003901 filed by LVW Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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