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Livermore
Livermore
ZHEN

Opes Wealth Management LLC

SEC CIK
0001766918
Latest filing
Apr 29, 2026

SONY holding history

Sony Group Corp in every 13F filed by Opes Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SONY overviewAll 13F holders of SONYFull Q1 2026 holdings

Shares (Q1 2026)
12,035
Value
$249.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SONY by Opes Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202612,035$249.1K<0.1%+55+0.5%AddedHolders
Q4 202511,980$306.7K0.1%+15+0.1%AddedHolders
Q3 202511,965$344.5K0.1%−50−0.4%ReducedHolders
Q2 202512,015$312.8K0.1%−11,445−48.8%ReducedHolders
Q1 202523,460$595.6K0.1%00.0%UnchangedHolders
Q4 202423,460$496.4K0.1%00.0%UnchangedConverted for a 5-for-1 splitHolders
Q3 20244,692$453.1K0.1%00.0%UnchangedHolders
Q2 20244,692$398.6K0.1%−5,890−55.7%ReducedHolders
Q1 202410,582$907.3K0.2%00.0%UnchangedHolders
Q4 202310,582$1.00M0.2%+5,572+111.2%AddedHolders
Q3 20235,010$412.9K0.1%00.0%UnchangedHolders
Q2 20235,010$451.1K0.1%00.0%UnchangedHolders
Q1 20235,010$454.2K0.1%00.0%UnchangedHolders
Q4 20225,010$382.2K0.1%00.0%UnchangedHolders
Q3 20225,010$321.0K0.1%00.0%UnchangedHolders
Q2 20225,010$410.0K0.2%00.0%UnchangedHolders
Q1 20225,010$515.0K0.2%00.0%UnchangedHolders
Q4 20215,010$633.0K0.2%00.0%UnchangedHolders
Q3 20215,010$554.0K0.2%00.0%UnchangedHolders
Q2 20215,010$487.0K0.2%00.0%UnchangedHolders
Q1 20215,010$531.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.