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WEALTH ALLIANCE, LLC: SONY position timeline

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

WEALTH ALLIANCE, LLC held 34,914 SONY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,914 shares
    Change vs previous 13F -10,638 shares

    0.06% of the 13F portfolio, value $700,378.

    13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, 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 45,552 shares
    Change vs previous 13F -1,662 shares

    0.09% of the 13F portfolio, value $942,918.

    13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, 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 47,214 shares
    Change vs previous 13F -7,832 shares

    0.12% of the 13F portfolio, value $1,208,670.

    13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, 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 55,046 shares
    Change vs previous 13F -3,860 shares

    0.16% of the 13F portfolio, value $1,584,787.

    13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, 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 58,906 shares
    Change vs previous 13F -3,117 shares

    0.17% of the 13F portfolio, value $1,533,309.

    13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, 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 62,023 shares
    Change vs previous 13F -2,053 shares

    0.19% of the 13F portfolio, value $1,574,767.

    13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, 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 64,076 shares
    Change vs previous 13F +51,703 shares

    0.16% of the 13F portfolio, value $1,355,855.

    13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, 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 12,373 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,194,869.

    13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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