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DIMENSIONAL FUND ADVISORS LP: SON position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIMENSIONAL FUND ADVISORS LP on SON, newest first. How the timeline and the estimate are built.

DIMENSIONAL FUND ADVISORS LP held 4,860,602 SON shares at 2026-06-30 per its 13F-HR filed 2026-08-11, and reported 5,312,842 shares, 5.4%, in a 13G filed 2026-10-08.

Estimated current stake: 5,312,842 shares, 5.4% of the class

Estimated from 13G of 2026-10-08. As of 2026-09-30, 13G 0000354204-26-001065.

Shares are the reporting group's aggregate and may include entities that do not file a 13F.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. event date2026-09-30
    13G 5,312,842 shares
    Share basis changed not comparable

    5.4% of the class. Different basis (group aggregate from 13G).

    13G 0000354204-26-001065 filed by DIMENSIONAL FUND ADVISORS LP
    Accepted , ingested

    A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.

  2. period ended2026-06-30
    13F 4,860,602 shares
    Change vs previous 13F +929,422 shares

    0.05% of the 13F portfolio, value $273,890,322.

    13F-HR 0000354204-26-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,931,180 shares
    Change vs previous 13F +32,810 shares

    0.04% of the 13F portfolio, value $212,631,997.

    13F-HR 0000354204-26-000581 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,898,370 shares
    Change vs previous 13F +176,949 shares

    0.04% of the 13F portfolio, value $170,125,664.

    13F-HR 0000354204-26-000347 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,721,421 shares
    Change vs previous 13F +105,798 shares

    0.03% of the 13F portfolio, value $160,352,856.

    13F-HR 0000354204-25-001337 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,615,623 shares
    Change vs previous 13F +24,360 shares

    0.04% of the 13F portfolio, value $157,499,254.

    13F-HR 0000354204-25-001097 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,591,263 shares
    Change vs previous 13F +450,792 shares

    0.04% of the 13F portfolio, value $169,645,895.

    13F-HR 0000354204-25-000866 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,140,471 shares
    Change vs previous 13F +136,965 shares

    0.04% of the 13F portfolio, value $153,411,057.

    13F-HR 0000354204-25-000528 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  9. period ended2024-09-30
    13F 3,003,506 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $164,077,638.

    13F-HR 0000354204-24-004773 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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