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TRANSCEND CAPITAL ADVISORS, LLC: SONY position timeline

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

TRANSCEND CAPITAL ADVISORS, LLC held 0 SONY shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -9,335 shares

    13F-HR 0001776082-26-000001 filed by TRANSCEND CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 9,335 shares
    Change vs previous 13F -5,526 shares

    0.02% of the 13F portfolio, value $268,755.

    13F-HR 0001776082-25-000008 filed by TRANSCEND CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 14,861 shares
    Change vs previous 13F -2,143 shares

    0.03% of the 13F portfolio, value $386,832.

    13F-HR 0001776082-25-000004 filed by TRANSCEND CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 17,004 shares
    Change vs previous 13F -29 shares

    0.03% of the 13F portfolio, value $431,732.

    13F-HR 0001776082-25-000002 filed by TRANSCEND CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 17,033 shares
    Change vs previous 13F +10,303 shares

    0.03% of the 13F portfolio, value $360,418.

    13F-HR 0001776082-25-000001 filed by TRANSCEND CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 6,730 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $649,916.

    13F-HR 0001776082-24-000007 filed by TRANSCEND CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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