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Disclosery

Stiles Financial Services Inc: SONY position timeline

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

Stiles Financial Services Inc held 48,794 SONY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,794 shares
    Change vs previous 13F +3,079 shares

    0.25% of the 13F portfolio, value $978,806.

    13F-HR 0001904832-26-000003 filed by Stiles Financial Services 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 45,715 shares
    Change vs previous 13F -982 shares

    0.29% of the 13F portfolio, value $946,304.

    13F-HR 0001904832-26-000001 filed by Stiles Financial Services 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 46,697 shares
    Change vs previous 13F -3,494 shares

    0.37% of the 13F portfolio, value $1,195,435.

    13F-HR 0002085853-26-000188 filed by Stiles Financial Services 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 50,191 shares
    Change vs previous 13F -4,507 shares

    0.46% of the 13F portfolio, value $1,445,001.

    13F-HR 0002085853-25-000199 filed by Stiles Financial Services 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 54,698 shares
    Change vs previous 13F -11,392 shares

    0.49% of the 13F portfolio, value $1,423,780.

    13F-HR 0001667731-25-000944 filed by Stiles Financial Services 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 66,090 shares
    Change vs previous 13F -14,116 shares

    0.64% of the 13F portfolio, value $1,678,115.

    13F-HR 0001667731-25-000481 filed by Stiles Financial Services 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 80,206 shares
    Change vs previous 13F +63,180 shares

    0.61% of the 13F portfolio, value $1,697,212.

    13F-HR 0001667731-25-000147 filed by Stiles Financial Services 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 17,026 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,644,285.

    13F-HR 0001904832-24-000004 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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