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Marks Group Wealth Management, Inc: SONY position timeline

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

Marks Group Wealth Management, Inc held 31,163 SONY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,163 shares
    Change vs previous 13F -40,993 shares

    0.05% of the 13F portfolio, value $625,130.

    13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, 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 72,156 shares
    Change vs previous 13F -9,378 shares

    0.14% of the 13F portfolio, value $1,493,630.

    13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, 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 81,534 shares
    Change vs previous 13F +3,293 shares

    0.2% of the 13F portfolio, value $2,087,270.

    13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, 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 78,241 shares
    Change vs previous 13F +5,473 shares

    0.21% of the 13F portfolio, value $2,252,558.

    13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, 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 72,768 shares
    Change vs previous 13F +1,030 shares

    0.18% of the 13F portfolio, value $1,894,151.

    13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, 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 71,738 shares
    Change vs previous 13F -4,259 shares

    0.18% of the 13F portfolio, value $1,821,428.

    13F-HR 0001802473-25-000004 filed by Marks Group Wealth Management, 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 75,997 shares
    Change vs previous 13F +58,800 shares

    0.16% of the 13F portfolio, value $1,608,097.

    13F-HR 0001802473-25-000002 filed by Marks Group Wealth Management, 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 17,197 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,660,714.

    13F-HR 0001802473-24-000006 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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