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Vestmark Advisory Solutions, Inc.: SONY position timeline

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

Vestmark Advisory Solutions, Inc. held 264,233 SONY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 264,233 shares
    Change vs previous 13F -6,647 shares

    0.05% of the 13F portfolio, value $5,300,507.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, 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 270,880 shares
    Change vs previous 13F +5,480 shares

    0.06% of the 13F portfolio, value $5,607,245.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, 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 265,400 shares
    Change vs previous 13F +110,152 shares

    0.09% of the 13F portfolio, value $6,794,254.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, 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 155,248 shares
    Change vs previous 13F -29,226 shares

    0.09% of the 13F portfolio, value $4,469,590.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, 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 184,474 shares
    Change vs previous 13F -5,786 shares

    0.07% of the 13F portfolio, value $4,801,871.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, 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 190,260 shares
    Change vs previous 13F +99,274 shares

    0.12% of the 13F portfolio, value $4,830,701.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, 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 90,986 shares
    Change vs previous 13F +72,417 shares

    0.07% of the 13F portfolio, value $1,925,264.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, 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 18,569 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,793,208.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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