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Disclosery

Waldron Private Wealth LLC: SONY position timeline

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

Waldron Private Wealth LLC held 96,058 SONY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,058 shares
    Change vs previous 13F +4,211 shares

    0.07% of the 13F portfolio, value $1,926,926.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth LLC
    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 91,847 shares
    Change vs previous 13F +322 shares

    0.07% of the 13F portfolio, value $1,901,234.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 91,525 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,343,040.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 91,525 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $2,635,005.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 91,525 shares
    Change vs previous 13F -130 shares

    0.1% of the 13F portfolio, value $2,382,396.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 91,655 shares
    Change vs previous 13F -7,045 shares

    0.11% of the 13F portfolio, value $2,327,121.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth LLC
    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 98,700 shares
    Change vs previous 13F +78,937 shares

    0.08% of the 13F portfolio, value $2,088,492.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 19,763 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,908,513.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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