BSW Wealth Partners

Position in SONY — Sony Group Corp

CIK 1512601 BOULDER, CO

Position in SONY

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$541,884

-$78,864 QoQ

Shares Held

26,178

+8.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

BSW Wealth Partners holds $28,823,603 across 3 Consumer Electronics names. SONY ranks #2 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc.	110,785	$28,116,125
2	SONY	Sony Group Corp This page	26,178	$541,884
3	LPL	LG Display Co., Ltd.	42,679	$165,594

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$92,038	4,860	-22.0%	Shares	Sole	2024-01-25
2023-09-30	$102,682	6,230	+13.6%	Shares	Sole	2023-10-27
2023-06-30	$98,755	5,484	+0.2%	Shares	Sole	2023-08-11
2023-03-31	$99,261	5,475	+3.0%	Shares	Sole	2023-05-15
2022-12-31	$81,055	5,313	+2.0%	Shares	Sole	2023-02-14
2022-09-30	$66,740	5,210	+0.8%	Shares	Sole	2022-11-14
2022-06-30	$84,501	5,167	+6.4%	Shares	Sole	2022-08-15
2022-03-31	$99,772	4,857	+18.1%	Shares	Sole	2022-05-16
2021-12-31	$103,926	4,111	+6.3%	Shares	Sole	2022-02-14
2021-09-30	$85,500	3,866	+35.0%	Shares	Sole	2021-11-15
2021-06-30	$55,668	2,863	+11.9%	Shares	Sole	2021-08-16
2021-03-31	$54,255	2,559	+2.6%	Shares	Sole	2021-05-17
2020-12-31	$50,428	2,494	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.