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Orion Porfolio Solutions, LLC: SONY position timeline

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

Orion Porfolio Solutions, LLC held 238,414 SONY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238,414 shares
    Change vs previous 13F -74,231 shares

    0.04% of the 13F portfolio, value $4,782,591.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 312,645 shares
    Change vs previous 13F -35,576 shares

    0.06% of the 13F portfolio, value $6,471,744.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 348,221 shares
    Change vs previous 13F +3,142 shares

    0.07% of the 13F portfolio, value $8,914,463.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 345,079 shares
    Change vs previous 13F -9,195 shares

    0.08% of the 13F portfolio, value $9,934,825.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 354,274 shares
    Change vs previous 13F +64,872 shares

    0.08% of the 13F portfolio, value $9,221,766.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 289,402 shares
    Change vs previous 13F -29,082 shares

    0.07% of the 13F portfolio, value $7,347,915.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 318,484 shares
    Change vs previous 13F +251,565 shares

    0.07% of the 13F portfolio, value $6,739,119.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 66,919 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,462,440.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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