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Stamos Capital Partners, L.P.: SONY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stamos Capital Partners, L.P. on SONY, newest first. How the timeline and the estimate are built.

Stamos Capital Partners, L.P. held 256,015 SONY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 256,015 shares
    Change vs previous 13F +23,057 shares

    0.79% of the 13F portfolio, value $5,135,661.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 232,958 shares
    Change vs previous 13F +104,391 shares

    0.75% of the 13F portfolio, value $4,822,231.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 128,567 shares
    Change vs previous 13F +56,015 shares

    0.53% of the 13F portfolio, value $3,291,315.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 72,552 shares
    Change vs previous 13F -13,001 shares

    0.39% of the 13F portfolio, value $2,088,772.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 85,553 shares
    Change vs previous 13F +34,241 shares

    0.4% of the 13F portfolio, value $2,226,945.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 51,312 shares
    Change vs previous 13F +27,592 shares

    0.34% of the 13F portfolio, value $1,302,812.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 23,720 shares
    Change vs previous 13F +3,110 shares

    0.12% of the 13F portfolio, value $501,915.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 20,610 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,990,308.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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