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Valeo Financial Advisors, LLC: SONY position timeline

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

Valeo Financial Advisors, LLC held 20,644 SONY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,644 shares
    Change vs previous 13F +2,461 shares

    0.01% of the 13F portfolio, value $485,762.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,183 shares
    Change vs previous 13F -1,930 shares

    0.01% of the 13F portfolio, value $364,758.

    13F-HR 0001722641-26-000004 filed by Valeo Financial 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 ended2026-03-31
    13F 20,113 shares
    Change vs previous 13F -8,376 shares

    0.01% of the 13F portfolio, value $416,335.

    13F-HR 0001722641-26-000003 filed by Valeo Financial 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 ended2025-12-31
    13F 28,489 shares
    Change vs previous 13F +752 shares

    0.02% of the 13F portfolio, value $729,327.

    13F-HR 0001722641-26-000001 filed by Valeo Financial 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 ended2025-09-30
    13F 27,737 shares
    Change vs previous 13F +980 shares

    0.02% of the 13F portfolio, value $798,545.

    13F-HR 0001722641-25-000007 filed by Valeo Financial 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 ended2025-06-30
    13F/A 26,757 shares
    Change vs previous 13F -726 shares

    0.02% of the 13F portfolio, value $696,492.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, 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 27,483 shares
    Change vs previous 13F -1,669 shares

    0.02% of the 13F portfolio, value $697,802.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, 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 29,152 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $616,852.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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