Position in SONY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$255,925
-$10,359 QoQ
Shares Held
12,758
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#69
of 142 holders
Holding Since
Dec 2025
3 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, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $49,286,673 across 3 Consumer Electronics names. SONY ranks #3 (0.5% of the industry book) .
All Filings in SONY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,925 | 12,758 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $266,284 | 12,864 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $371,712 | 14,520 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||