Kestra Advisory Services, LLC: SONY position timeline

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

Kestra Advisory Services, LLC held 72,075 SONY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 72,075 shares
Change vs previous 13F -92,662 shares
<0.01% of the 13F portfolio, value $1,445,826.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
- Kestra Advisory Services, LLC: 72,075 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 164,737 shares
Change vs previous 13F -23,739 shares
0.01% of the 13F portfolio, value $3,410,063.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 9,840 shares
- Kestra Advisory Services, LLC: 154,897 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 188,476 shares
Change vs previous 13F +4,264 shares
0.01% of the 13F portfolio, value $4,824,987.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 10,063 shares
- Kestra Advisory Services, LLC: 178,413 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 184,212 shares
Change vs previous 13F -22,688 shares
0.02% of the 13F portfolio, value $5,303,456.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 9,412 shares
- Kestra Advisory Services, LLC: 174,800 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 206,900 shares
Change vs previous 13F -5,640 shares
0.02% of the 13F portfolio, value $5,385,601.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 29,461 shares
- Kestra Advisory Services, LLC: 177,439 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 212,540 shares
Change vs previous 13F -23,332 shares
0.02% of the 13F portfolio, value $5,396,391.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 38,060 shares
- Kestra Advisory Services, LLC: 174,145 shares
- Kestra Investment Management, LLC: 335 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 235,872 shares
Change vs previous 13F +198,986 shares
0.02% of the 13F portfolio, value $4,991,060.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 49,190 shares
- Kestra Advisory Services, LLC: 182,755 shares
- Kestra Investment Management, LLC: 3,927 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 36,886 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $3,562,076.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
- Kestra Advisory Services, LLC: 36,886 shares
Acceptance time not in the bulk data set (spec §4.2).