Position in SONY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,477,158
-$207,925 QoQ
Shares Held
73,637
-9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
9 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $132,515,283 across 3 Consumer Electronics names. SONY ranks #2 (1.1% of the industry book) .
All Filings in SONY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,477,158 | 73,637 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,685,083 | 81,405 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,730,636 | 67,603 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,952,048 | 67,803 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,741,563 | 66,906 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,612,036 | 63,491 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,261,009 | 59,594 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $883,498 | 50,399 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $700,242 | 8,243 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||