Skip to content
Disclosery

Portside Wealth Group, LLC: SONY position timeline

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

Portside Wealth Group, LLC held 26,025 SONY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,025 shares
    Change vs previous 13F -8,029 shares

    0.06% of the 13F portfolio, value $522,062.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 34,054 shares
    Change vs previous 13F -13,467 shares

    0.1% of the 13F portfolio, value $704,918.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 47,521 shares
    Change vs previous 13F +6,324 shares

    0.16% of the 13F portfolio, value $1,216,537.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 41,197 shares
    Change vs previous 13F -1,427 shares

    0.16% of the 13F portfolio, value $1,186,061.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 42,624 shares
    Change vs previous 13F +509 shares

    0.16% of the 13F portfolio, value $1,109,502.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 42,115 shares
    Change vs previous 13F -43 shares

    0.17% of the 13F portfolio, value $1,069,300.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 42,158 shares
    Change vs previous 13F +35,817 shares

    0.15% of the 13F portfolio, value $892,063.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 6,341 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $612,349.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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