Valeo Financial Advisors, LLC

Position in SONY — Sony Group Corp

CIK 1722641 CARMEL, IN

Position in SONY

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$364,750

-$51,589 QoQ

Shares Held

18,183

-9.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#23

of 65 holders

Holding Since

Mar 2020

25 quarters on record

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

Technology · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $149,697,406 across 3 Consumer Electronics names. SONY ranks #2 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc.	515,811	$149,255,070
2	SONY	Sony Group Corp This page	18,183	$364,750
3	LPL	LG Display Co., Ltd.	19,945	$77,586

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,750	18,183	-9.6%	Shares	Sole	2026-07-08
2026-03-31	$416,339	20,113	-29.4%	Shares	Sole	2026-05-08
2025-12-31	$729,318	28,489	+2.7%	Shares	Sole	2026-02-04
2025-09-30	$798,548	27,737	+3.7%	Shares	Sole	2025-11-03
2025-06-30	$696,484	26,757	-2.6%	Shares	Sole	2025-09-12
2025-03-31	$697,793	27,483	-5.7%	Shares	Sole	2025-04-30
2024-12-31	$616,856	29,152	+397.1%	Shares	Sole	2025-01-30
2024-09-30	$113,276	5,865	+5.3%	Shares	Sole	2024-10-10
2024-06-30	$94,651	5,571	-7.5%	Shares	Sole	2024-07-10
2024-03-31	$103,299	6,024	+4.7%	Shares	Sole	2024-04-25
2023-12-31	$108,988	5,755	-0.9%	Shares	Sole	2024-01-29
2023-09-30	$95,727	5,808	+2.3%	Shares	Sole	2023-10-20
2023-06-30	$102,213	5,676	-12.0%	Shares	Sole	2023-07-14
2023-03-31	$116,956	6,451	+44.2%	Shares	Sole	2023-04-17
2022-12-31	$68,270	4,475	+25.5%	Shares	Sole	2023-02-09
2022-06-30	$58,302	3,565	-25.8%	Shares	Sole	2022-08-03
2022-03-31	$98,704	4,805	+38.8%	Shares	Sole	2022-04-28
2021-12-31	$87,494	3,461	+2.9%	Shares	Sole	2022-01-07
2021-09-30	$74,353	3,362	-1.6%	Shares	Sole	2021-11-02
2021-06-30	$66,459	3,418	+0.1%	Shares	Sole	2021-07-22
2021-03-31	$72,404	3,415	+0.2%	Shares	Sole	2021-04-12
2020-12-31	$68,889	3,407	-5.0%	Shares	Sole	2021-02-11
2020-09-30	$55,075	3,588	-9.9%	Shares	Sole	2020-10-28
2020-06-30	$55,082	3,984	+62.0%	Shares	Sole	2020-07-20
2020-03-31	$29,104	2,459	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.