Position in SONY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$602,120
+$69,613 QoQ
Shares Held
30,016
+16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#313
of 737 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SONY Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $394,047,975 across 9 Consumer Electronics names. SONY ranks #2 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
|
1,359,394 | $393,354,247 | |
| 2 | SONY |
Sony Group Corp
This page
|
30,016 | $602,120 | |
| 3 | SONO |
Sonos Inc
|
5,565 | $75,294 | |
| 4 | LPL |
LG Display Co., Ltd.
|
1,727 | $6,718 | |
| 5 | VUZI |
Vuzix Corp
|
1,715 | $4,973 | |
| 6 | TBCH |
Turtle Beach Corp
|
291 | $3,622 | |
| 7 | ZEPP |
Zepp Health Corp
|
100 | $521 | |
| 8 | UEIC |
Universal Electronics Inc
|
0 | $477 |
All Filings in SONY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,120 | 30,016 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $532,507 | 25,725 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $498,380 | 19,468 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $791,897 | 27,506 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $722,306 | 27,749 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $580,491 | 22,863 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $496,709 | 23,474 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $428,867 | 4,441 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $371,911 | 4,378 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $371,682 | 4,335 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $409,534 | 4,325 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $479,708 | 5,821 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $525,113 | 5,832 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $592,941 | 6,541 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,661,530 | 21,782 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,348,444 | 21,053 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,712,018 | 20,937 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,042,080 | 19,882 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $2,413,228 | 19,092 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,867,806 | 16,891 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,556,006 | 16,005 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,464,422 | 13,814 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||