Skip to content
Disclosery

SageView Advisory Group, LLC: SONY position timeline

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

SageView Advisory Group, LLC held 12,257 SONY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,257 shares
    Change vs previous 13F +263 shares

    0.01% of the 13F portfolio, value $245,876.

    13F-HR 0001172661-26-003218 filed by SageView Advisory 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 11,994 shares
    Change vs previous 13F -139 shares

    0.01% of the 13F portfolio, value $248,276.

    13F-HR 0001172661-26-003214 filed by SageView Advisory 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 12,133 shares
    Change vs previous 13F -26,997 shares

    0.01% of the 13F portfolio, value $310,605.

    13F-HR 0001914558-26-000002 filed by SageView Advisory 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 39,130 shares
    Change vs previous 13F -558 shares

    0.04% of the 13F portfolio, value $1,126,553.

    13F-HR 0001172661-25-004748 filed by SageView Advisory 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 39,688 shares
    Change vs previous 13F +170 shares

    0.04% of the 13F portfolio, value $966,800.

    13F-HR 0001172661-25-003226 filed by SageView Advisory 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 39,518 shares
    Change vs previous 13F +167 shares

    0.04% of the 13F portfolio, value $1,003,363.

    13F-HR 0001172661-25-002419 filed by SageView Advisory 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 39,351 shares
    Change vs previous 13F +31,472 shares

    0.04% of the 13F portfolio, value $832,668.

    13F-HR 0001172661-25-000782 filed by SageView Advisory 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 7,879 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $760,827.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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