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Disclosery

CWM, LLC: SONY position timeline

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

CWM, LLC held 275,053 SONY shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 275,053 shares
    Change vs previous 13F -10,809 shares

    0.01% of the 13F portfolio, value $5,693,601.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 285,862 shares
    Change vs previous 13F -125 shares

    0.02% of the 13F portfolio, value $7,318,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 285,987 shares
    Change vs previous 13F -9,901 shares

    0.02% of the 13F portfolio, value $8,234,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 295,888 shares
    Change vs previous 13F -6,828 shares

    0.03% of the 13F portfolio, value $7,702,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 302,716 shares
    Change vs previous 13F -15,622 shares

    0.03% of the 13F portfolio, value $7,686,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 318,338 shares
    Change vs previous 13F +248,957 shares

    0.03% of the 13F portfolio, value $6,736,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 69,381 shares
    Change vs previous 13F -2,362 shares

    0.03% of the 13F portfolio, value $6,700,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 71,743 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $6,095,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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