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Disclosery

Naviter Wealth, LLC: SONY position timeline

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

Naviter Wealth, LLC held 162,060 SONY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,060 shares
    Change vs previous 13F +30,092 shares

    0.3% of the 13F portfolio, value $3,250,928.

    13F-HR 0001951757-26-001175 filed by Naviter 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 131,968 shares
    Change vs previous 13F +8,059 shares

    0.34% of the 13F portfolio, value $2,731,742.

    13F-HR 0001951757-26-000571 filed by Naviter 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 123,909 shares
    Change vs previous 13F -25,095 shares

    0.41% of the 13F portfolio, value $3,172,070.

    13F-HR 0001951757-26-000260 filed by Naviter 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 149,004 shares
    Change vs previous 13F +4,844 shares

    0.5% of the 13F portfolio, value $4,289,825.

    13F-HR 0001951757-25-001297 filed by Naviter 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 144,160 shares
    Change vs previous 13F +5,320 shares

    0.46% of the 13F portfolio, value $3,752,485.

    13F-HR 0001951757-25-000971 filed by Naviter 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 138,840 shares
    Change vs previous 13F +530 shares

    0.42% of the 13F portfolio, value $3,483,496.

    13F-HR 0001951757-25-000456 filed by Naviter 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 138,310 shares
    Change vs previous 13F +107,180 shares

    0.35% of the 13F portfolio, value $2,926,640.

    13F-HR 0001951757-25-000201 filed by Naviter 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 31,130 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,006,224.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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