Position in SONY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,655,147
-$749,235 QoQ
Shares Held
431,463
-5.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#88
of 737 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SONY Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Jun 30, 2026Live Oak Private Wealth LLC holds $29,650,240 across 2 Consumer Electronics names. SONY ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
|
72,557 | $20,995,093 | |
| 2 | SONY |
Sony Group Corp
This page
|
431,463 | $8,655,147 |
All Filings in SONY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,655,147 | 431,463 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $9,404,382 | 454,318 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $11,242,086 | 439,144 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $12,905,059 | 448,248 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,696,528 | 449,348 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,403,207 | 449,122 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,522,063 | 402,744 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,943,751 | 82,259 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $6,941,094 | 81,708 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,844,281 | 79,826 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $7,207,708 | 76,119 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $6,245,524 | 75,786 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $6,781,542 | 75,317 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,736,473 | 74,313 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,301,002 | 69,494 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,049,625 | 63,226 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,722,544 | 57,754 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $5,559,795 | 54,131 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $5,617,468 | 44,442 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,068,323 | 45,834 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,199,806 | 43,199 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,670,596 | 34,625 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $7,494,846 | 74,133 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $5,624,086 | 73,278 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,164,356 | 74,705 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||