Position in SONY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,462
+$363 QoQ
Shares Held
372
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#649
of 737 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in SONY Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Jun 30, 2026JPL Wealth Management, LLC holds $14,049,708 across 4 Consumer Electronics names. SONY ranks #2 (0.1% of the industry book) .
All Filings in SONY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,462 | 372 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,099 | 343 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $13,069 | 454 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||