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Disclosery

NewEdge Wealth, LLC: SONY position timeline

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

NewEdge Wealth, LLC held 193,607 SONY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,607 shares
    Change vs previous 13F +7,146 shares

    0.04% of the 13F portfolio, value $3,883,763.

    13F-HR 0001580642-26-005094 filed by NewEdge 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 186,461 shares
    Change vs previous 13F +13,348 shares

    0.05% of the 13F portfolio, value $3,859,734.

    13F-HR 0001580642-26-003156 filed by NewEdge 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 173,113 shares
    Change vs previous 13F +27,122 shares

    0.05% of the 13F portfolio, value $4,431,693.

    13F-HR 0001580642-26-000700 filed by NewEdge 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 145,991 shares
    Change vs previous 13F +7,611 shares

    0.06% of the 13F portfolio, value $4,099,427.

    13F-HR 0001580642-25-007152 filed by NewEdge 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 138,380 shares
    Change vs previous 13F +36,959 shares

    0.06% of the 13F portfolio, value $3,602,031.

    13F-HR 0001580642-25-005035 filed by NewEdge 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 101,421 shares
    Change vs previous 13F -1,078 shares

    0.05% of the 13F portfolio, value $2,575,079.

    13F-HR 0001580642-25-003038 filed by NewEdge 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 102,499 shares
    Change vs previous 13F +81,235 shares

    0.04% of the 13F portfolio, value $2,168,879.

    13F-HR 0001580642-25-000776 filed by NewEdge 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 21,264 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,053,464.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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