PDS Planning, Inc

Position in SONY — Sony Group Corp

CIK 838618 DUBLIN, OH

Position in SONY

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$757,475

-$138,064 QoQ

Shares Held

36,593

+4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

PDS Planning, Inc holds $35,273,550 across 3 Consumer Electronics names. SONY ranks #2 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAPL	Apple Inc.	134,089	$34,030,447
2	SONY	Sony Group Corp This page	36,593	$757,475
3	LPL	LG Display Co., Ltd.	125,162	$485,628

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$757,475	36,593	+4.6%	Shares	Sole	2026-04-22
2025-12-31	$895,539	34,982	-0.3%	Shares	Sole	2026-01-26
2025-09-30	$1,010,212	35,089	+2.2%	Shares	Sole	2025-10-21
2025-06-30	$893,531	34,327	+8.3%	Shares	Sole	2025-07-24
2025-03-31	$804,659	31,692	+9.7%	Shares	Sole	2025-04-24
2024-12-31	$611,375	28,893	+418.3%	Shares	Sole	2025-02-10
2024-09-30	$107,675	5,575	-0.9%	Shares	Sole	2024-10-30
2024-06-30	$95,534	5,623	+9.1%	Shares	Sole	2024-08-08
2024-03-31	$88,397	5,155	-17.3%	Shares	Sole	2024-05-01
2023-12-31	$118,002	6,231	+2.3%	Shares	Sole	2024-02-01
2023-09-30	$100,424	6,093	+1.9%	Shares	Sole	2023-10-23
2023-06-30	$107,651	5,978	+9.6%	Shares	Sole	2023-07-21
2023-03-31	$98,917	5,456	+36.6%	Shares	Sole	2023-05-02
2022-12-31	$60,917	3,993	+29.0%	Shares	Sole	2023-01-27
2022-06-30	$50,631	3,096	+9.4%	Shares	Sole	2022-07-15
2022-03-31	$58,133	2,830	+27.5%	Shares	Sole	2022-04-18
2021-12-31	$56,121	2,220	+5.8%	Shares	Sole	2022-01-25
2021-09-30	$46,421	2,099	-0.1%	Shares	Sole	2021-10-22
2021-06-30	$40,871	2,102	+6.6%	Shares	Sole	2021-07-26
2021-03-31	$41,789	1,971	—	Shares	Sole	2021-04-20
No filing history on record for this holder in this stock.