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Successful Portfolios LLC: SONY position timeline

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

Successful Portfolios LLC held 91,543 SONY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 91,543 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $2,179,728.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 91,543 shares
    Change vs previous 13F -1,395 shares

    0.89% of the 13F portfolio, value $1,915,874.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 92,938 shares
    Change vs previous 13F +437 shares

    1.02% of the 13F portfolio, value $1,852,572.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 92,501 shares
    Change vs previous 13F -900 shares

    1.18% of the 13F portfolio, value $2,316,225.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 93,401 shares
    Change vs previous 13F -1,775 shares

    1.57% of the 13F portfolio, value $2,689,005.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 95,176 shares
    Change vs previous 13F -3,400 shares

    1.52% of the 13F portfolio, value $2,477,432.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 98,576 shares
    Change vs previous 13F -1,500 shares

    1.7% of the 13F portfolio, value $2,502,838.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 100,076 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $2,117,602.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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