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EverSource Wealth Advisors, LLC: SONY position timeline

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

EverSource Wealth Advisors, LLC held 19,719 SONY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,719 shares
    Change vs previous 13F -9,062 shares

    0.01% of the 13F portfolio, value $395,549.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth 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/A 28,781 shares
    Change vs previous 13F +11,980 shares

    0.02% of the 13F portfolio, value $595,765.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth 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 16,801 shares
    Change vs previous 13F +2,178 shares

    0.02% of the 13F portfolio, value $430,101.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth 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 14,623 shares
    Change vs previous 13F -1,106 shares

    0.02% of the 13F portfolio, value $420,987.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth 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 15,729 shares
    Change vs previous 13F +2,739 shares

    0.02% of the 13F portfolio, value $409,419.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth 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 12,990 shares
    Change vs previous 13F +2,221 shares

    0.02% of the 13F portfolio, value $329,804.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth 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 10,769 shares
    Change vs previous 13F +8,674 shares

    0.01% of the 13F portfolio, value $227,872.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth 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 2,095 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $202,313.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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