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Focus Partners Wealth: SONY position timeline

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

Focus Partners Wealth held 358,022 SONY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 358,022 shares
    Change vs previous 13F +19,558 shares

    0.01% of the 13F portfolio, value $7,181,990.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 329,098 shares
    • Focus Partners Advisor Solutions, LLC: 28,924 shares

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

  2. period ended2026-03-31
    13F 338,464 shares
    Change vs previous 13F +32,600 shares

    0.01% of the 13F portfolio, value $6,975,720.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 317,073 shares
    • Focus Partners Advisor Solutions, LLC: 21,391 shares

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

  3. period ended2025-12-31
    13F 305,864 shares
    Change vs previous 13F +55,066 shares

    0.01% of the 13F portfolio, value $7,830,171.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 283,211 shares
    • Focus Partners Advisor Solutions, LLC: 22,653 shares

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

  4. period ended2025-09-30
    13F 250,798 shares
    Change vs previous 13F +40,961 shares

    0.01% of the 13F portfolio, value $7,211,953.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 222,373 shares
    • Focus Partners Advisor Solutions, LLC: 28,425 shares

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

  5. period ended2025-06-30
    13F 209,837 shares
    Change vs previous 13F +32,416 shares

    0.01% of the 13F portfolio, value $5,460,979.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 188,270 shares
    • Focus Partners Advisor Solutions, LLC: 21,567 shares

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

  6. period ended2025-03-31
    13F/A 177,421 shares
    Change vs previous 13F +9,334 shares

    0.01% of the 13F portfolio, value $4,504,747.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 158,578 shares
    • Focus Partners Advisor Solutions, LLC: 18,843 shares

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

  7. period ended2024-12-31
    13F/A 168,087 shares
    Change vs previous 13F +140,371 shares

    0.01% of the 13F portfolio, value $3,556,748.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 157,517 shares
    • Focus Partners Advisor Solutions, LLC: 10,570 shares

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

  8. period ended2024-09-30
    13F 27,716 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,676,680.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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