BSW Wealth Partners

Position in SONY — Sony Group Corp

CIK 1512601 BOULDER, CO

Position in SONY

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$502,101

-$39,783 QoQ

Shares Held

25,030

-4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#353

of 739 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BSW Wealth Partners holds $32,652,442 across 3 Consumer Electronics names. SONY ranks #2 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc.	110,137	$31,869,242
2	SONY	Sony Group Corp This page	25,030	$502,101
3	LPL	LG Display Co., Ltd.	72,262	$281,099

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$502,101	25,030	-4.4%	Shares	Sole	2026-07-15
2026-03-31	$541,884	26,178	+8.0%	Shares	Sole	2026-04-14
2025-12-31	$620,748	24,248	-14.6%	Shares	Sole	2026-01-23
2025-09-30	$817,923	28,410	+3.8%	Shares	Sole	2025-10-15
2025-06-30	$712,206	27,361	+2.6%	Shares	Sole	2025-07-18
2025-03-31	$676,948	26,662	+87.0%	Shares	Sole	2025-04-24
2024-12-31	$301,699	14,258	+193.4%	Shares	Sole	2025-01-22
2023-12-31	$460,193	4,860	-22.0%	Shares	Sole	2024-01-25
2023-09-30	$513,414	6,230	+13.6%	Shares	Sole	2023-10-27
2023-06-30	$493,779	5,484	+0.2%	Shares	Sole	2023-08-11
2023-03-31	$496,308	5,475	+3.0%	Shares	Sole	2023-05-15
2022-12-31	$405,275	5,313	+2.0%	Shares	Sole	2023-02-14
2022-09-30	$333,700	5,210	+0.8%	Shares	Sole	2022-11-14
2022-06-30	$422,505	5,167	+6.4%	Shares	Sole	2022-08-15
2022-03-31	$498,862	4,857	+18.1%	Shares	Sole	2022-05-16
2021-12-31	$519,630	4,111	+6.3%	Shares	Sole	2022-02-14
2021-09-30	$427,502	3,866	+35.0%	Shares	Sole	2021-11-15
2021-06-30	$278,340	2,863	+11.9%	Shares	Sole	2021-08-16
2021-03-31	$271,279	2,559	+2.6%	Shares	Sole	2021-05-17
2020-12-31	$252,143	2,494	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.