Position in SONY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$595,760
+$165,657 QoQ
Shares Held
28,781
+71.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SONY Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $65,347,836 across 6 Consumer Electronics names. SONY ranks #2 (0.9% of the industry book) .
All Filings in SONY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $595,760 | 28,781 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $430,103 | 16,801 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $420,992 | 14,623 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $409,422 | 15,729 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $329,813 | 12,990 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $227,869 | 10,769 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $40,460 | 2,095 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $29,865 | 1,758 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $28,498 | 1,662 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $28,708 | 1,516 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $18,260 | 1,108 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $17,214 | 956 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $18,110 | 999 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,284 | 412 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,662 | 364 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,798 | 110 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,135 | 104 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $46,716 | 1,848 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||