Position in SONY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,079,294
+$982,974 QoQ
Shares Held
100,449
+134.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 60.58796005933359.ToString("F0")%
Shared 0.ToString("F0")%
None 39.41203994066641.ToString("F0")%
Common Shares in SONY Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Mar 31, 2026Clearstead Advisors, LLC holds $294,242,471 across 4 Consumer Electronics names. SONY ranks #2 (0.7% of the industry book) .
All Filings in SONY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,079,294 | 100,449 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,096,320 | 42,825 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,176,129 | 40,852 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,057,442 | 40,624 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $963,017 | 37,929 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $602,763 | 28,486 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $107,791 | 5,581 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $98,542 | 5,800 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $99,304 | 5,791 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $111,999 | 5,914 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $93,733 | 5,687 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $101,493 | 5,636 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $102,180 | 5,636 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $85,143 | 5,581 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $71,492 | 5,581 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $91,271 | 5,581 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $118,609 | 5,774 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,575 | 181 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,021 | 634 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||