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ONE WEALTH CAPITAL MANAGEMENT, LLC: SONY position timeline

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

ONE WEALTH CAPITAL MANAGEMENT, LLC held 23,855 SONY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,855 shares
    Change vs previous 13F +12,861 shares

    0.14% of the 13F portfolio, value $478,531.

    13F-HR 0002050308-26-000003 filed by ONE WEALTH CAPITAL MANAGEMENT, 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 10,994 shares
    Change vs previous 13F -3,700 shares

    0.1% of the 13F portfolio, value $219,550.

    13F-HR 0002050308-26-000002 filed by ONE WEALTH CAPITAL MANAGEMENT, 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 14,694 shares
    Change vs previous 13F +2,602 shares

    0.16% of the 13F portfolio, value $376,166.

    13F-HR 0002050308-26-000001 filed by ONE WEALTH CAPITAL MANAGEMENT, 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 12,092 shares
    Change vs previous 13F +661 shares

    0.16% of the 13F portfolio, value $348,129.

    13F-HR 0002050308-25-000008 filed by ONE WEALTH CAPITAL MANAGEMENT, 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 11,431 shares
    Change vs previous 13F -458 shares

    0.14% of the 13F portfolio, value $297,549.

    13F-HR 0002050308-25-000003 filed by ONE WEALTH CAPITAL MANAGEMENT, 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 11,889 shares
    Change vs previous 13F -56 shares

    0.16% of the 13F portfolio, value $301,862.

    13F-HR 0002050308-25-000002 filed by ONE WEALTH CAPITAL MANAGEMENT, 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 11,945 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $252,756.

    13F-HR 0002050308-25-000001 filed by ONE WEALTH CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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