Skip to content
Disclosery

Diversify Advisory Services, LLC: SONY position timeline

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

Diversify Advisory Services, LLC held 147,274 SONY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,274 shares
    Change vs previous 13F +65,869 shares

    0.03% of the 13F portfolio, value $3,282,742.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 73,637 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 73,637 shares

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

  2. period ended2026-03-31
    13F 81,405 shares
    Change vs previous 13F -10,943 shares

    0.03% of the 13F portfolio, value $1,610,192.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 81,405 shares

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

  3. period ended2025-12-31
    13F 92,348 shares
    Change vs previous 13F -1,000 shares

    0.04% of the 13F portfolio, value $2,245,291.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 24,745 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 67,603 shares

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

  4. period ended2025-09-30
    13F 93,348 shares
    Change vs previous 13F -3,380 shares

    0.06% of the 13F portfolio, value $2,609,077.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 25,545 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 67,803 shares

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

  5. period ended2025-06-30
    13F 96,728 shares
    Change vs previous 13F +16,014 shares

    0.06% of the 13F portfolio, value $2,630,043.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 29,822 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 66,906 shares

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

  6. period ended2025-03-31
    13F 80,714 shares
    Change vs previous 13F +5,382 shares

    0.07% of the 13F portfolio, value $2,078,378.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 17,223 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 63,491 shares

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

  7. period ended2024-12-31
    13F 75,332 shares
    Change vs previous 13F +5,719 shares

    0.05% of the 13F portfolio, value $1,533,002.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 15,738 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 59,594 shares

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

  8. period ended2024-09-30
    13F 69,613 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,227,243.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 19,214 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 50,399 shares

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