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Waverly Advisors, LLC: SONY position timeline

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

Waverly Advisors, LLC held 235,064 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 235,064 shares
    Change vs previous 13F +2,842 shares

    0.03% of the 13F portfolio, value $4,715,388.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 232,222 shares
    Change vs previous 13F -4,274 shares

    0.04% of the 13F portfolio, value $4,806,988.

    13F-HR 0001398344-26-009223 filed by Waverly 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 ended2025-12-31
    13F 236,496 shares
    Change vs previous 13F +23,877 shares

    0.05% of the 13F portfolio, value $6,054,288.

    13F-HR 0001398344-26-003224 filed by Waverly 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 ended2025-09-30
    13F 212,619 shares
    Change vs previous 13F -864 shares

    0.06% of the 13F portfolio, value $6,121,290.

    13F-HR 0001398344-25-020944 filed by Waverly 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 ended2025-06-30
    13F 213,483 shares
    Change vs previous 13F +12,424 shares

    0.06% of the 13F portfolio, value $5,556,953.

    13F-HR 0001398344-25-015429 filed by Waverly 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 ended2025-03-31
    13F 201,059 shares
    Change vs previous 13F +11,405 shares

    0.06% of the 13F portfolio, value $5,104,879.

    13F-HR 0001398344-25-009517 filed by Waverly 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 ended2024-12-31
    13F 189,654 shares
    Change vs previous 13F +157,807 shares

    0.06% of the 13F portfolio, value $4,013,071.

    13F-HR 0001398344-25-002762 filed by Waverly 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 ended2024-09-30
    13F 31,847 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,075,487.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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