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Disclosery

BURR FINANCIAL SERVICES, LLC: SOUN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BURR FINANCIAL SERVICES, LLC on SOUN, newest first. How the timeline and the estimate are built.

BURR FINANCIAL SERVICES, LLC held 0 SOUN shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -88,379 shares

    13F-HR 0002085853-26-001114 filed by BURR FINANCIAL SERVICES, LLC
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 88,379 shares
    Change vs previous 13F -1,800 shares

    0.35% of the 13F portfolio, value $571,812.

    13F-HR 0002085853-26-000968 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 90,179 shares
    Change vs previous 13F +20,630 shares

    0.49% of the 13F portfolio, value $619,530.

    13F-HR 0002085853-26-000347 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 69,549 shares
    Change vs previous 13F -2,100 shares

    0.52% of the 13F portfolio, value $693,404.

    13F-HR 0002085853-26-000181 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 71,649 shares
    Change vs previous 13F +53,465 shares

    0.86% of the 13F portfolio, value $1,152,116.

    13F-HR 0002085853-25-000116 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 18,184 shares
    Change vs previous 13F -7,116 shares

    0.16% of the 13F portfolio, value $195,114.

    13F-HR 0001667731-25-000750 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 25,300 shares
    Change vs previous 13F +2,000 shares

    0.16% of the 13F portfolio, value $205,436.

    13F-HR 0001667731-25-000387 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 23,300 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $462,272.

    13F-HR 0001667731-25-000050 filed by BURR FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).