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RITHOLTZ WEALTH MANAGEMENT: SONY position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 193,625 SONY shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 193,625 shares
    Change vs previous 13F +8,392 shares

    0.06% of the 13F portfolio, value $3,884,121.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 185,233 shares
    Change vs previous 13F -73,405 shares

    0.07% of the 13F portfolio, value $3,834,332.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 258,638 shares
    Change vs previous 13F +2,887 shares

    0.12% of the 13F portfolio, value $6,621,123.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 255,751 shares
    Change vs previous 13F +44,113 shares

    0.14% of the 13F portfolio, value $7,363,082.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 211,638 shares
    Change vs previous 13F +17,812 shares

    0.12% of the 13F portfolio, value $5,508,946.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 193,826 shares
    Change vs previous 13F +24,667 shares

    0.15% of the 13F portfolio, value $4,921,236.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 169,159 shares
    Change vs previous 13F +134,802 shares

    0.11% of the 13F portfolio, value $3,579,399.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 34,357 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,317,836.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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