Position in SONY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,820,611
-$1,947,714 QoQ
Shares Held
1,835,524
-2.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#37
of 737 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SONY Over Time
Shares Held
Position Value (USD)
Derivatives in SONY
reported options exposure · as of Jun 30, 2026CallValue
$1,000
CallShares
20,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Consumer Electronics
Technology · as of Jun 30, 2026Creative Planning holds $3,640,853,667 across 4 Consumer Electronics names. SONY ranks #2 (1.0% of the industry book) .
All Filings in SONY
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,820,611 | 1,835,524 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $1,000 | 20,000 | Call | Sole | 2026-08-13 | |
| 2026-03-31 | $38,768,325 | 1,872,866 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $45,794,969 | 1,788,866 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $51,585,662 | 1,791,791 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $44,837,845 | 1,722,545 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $42,737,107 | 1,683,226 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $33,661,898 | 1,590,827 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $29,289,197 | 303,295 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $24,179,820 | 284,636 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $23,770,128 | 277,235 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $26,341,053 | 278,182 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $21,414,567 | 259,854 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $24,928,743 | 276,863 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $24,617,910 | 271,571 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,356,538 | 266,866 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $17,867,516 | 278,962 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $21,207,621 | 259,357 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $26,662,078 | 259,586 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,777,342 | 69,441 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,711,849 | 69,740 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,064,194 | 62,376 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,923,831 | 65,313 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $7,463,303 | 73,821 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,845,175 | 50,100 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,802,253 | 40,536 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,662,129 | 28,086 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||