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Disclosery

PDS Planning, Inc: SONY position timeline

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

PDS Planning, Inc held 37,392 SONY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,392 shares
    Change vs previous 13F +799 shares

    0.04% of the 13F portfolio, value $750,084.

    13F-HR 0000838618-26-000003 filed by PDS Planning, 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 36,593 shares
    Change vs previous 13F +1,611 shares

    0.05% of the 13F portfolio, value $757,475.

    13F-HR 0000838618-26-000002 filed by PDS Planning, 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 34,982 shares
    Change vs previous 13F -107 shares

    0.06% of the 13F portfolio, value $895,539.

    13F-HR 0000838618-26-000001 filed by PDS Planning, 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 35,089 shares
    Change vs previous 13F +762 shares

    0.07% of the 13F portfolio, value $1,010,212.

    13F-HR 0000838618-25-000008 filed by PDS Planning, 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 34,327 shares
    Change vs previous 13F +2,635 shares

    0.07% of the 13F portfolio, value $893,532.

    13F-HR 0000838618-25-000006 filed by PDS Planning, 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 31,692 shares
    Change vs previous 13F +2,799 shares

    0.07% of the 13F portfolio, value $804,660.

    13F-HR 0000838618-25-000005 filed by PDS Planning, 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 28,893 shares
    Change vs previous 13F +23,318 shares

    0.05% of the 13F portfolio, value $611,376.

    13F-HR 0000838618-25-000001 filed by PDS Planning, 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 5,575 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $538,378.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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