Sound Financial Strategies Group, LLC: ABT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sound Financial Strategies Group, LLC on ABT, newest first. How the timeline and the estimate are built.
Sound Financial Strategies Group, LLC held 0 ABT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -2,597 shares
13F-HR 0001398344-26-013883 filed by Sound Financial Strategies Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 2,597 sharesChange vs previous 13F -3,133 shares
0.18% of the 13F portfolio, value $266,634.
13F-HR 0001398344-26-008764 filed by Sound Financial Strategies Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,730 sharesChange vs previous 13F +465 shares
0.51% of the 13F portfolio, value $717,912.
13F-HR 0001398344-26-001982 filed by Sound Financial Strategies Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,265 sharesChange vs previous 13F -468 shares
0.51% of the 13F portfolio, value $705,194.
13F-HR 0001398344-25-019658 filed by Sound Financial Strategies Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,733 sharesChange vs previous 13F +207 shares
0.66% of the 13F portfolio, value $779,750.
13F-HR 0001398344-25-014607 filed by Sound Financial Strategies Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,526 sharesChange vs previous 13F -2,223 shares
0.65% of the 13F portfolio, value $733,024.
13F-HR 0001398344-25-009055 filed by Sound Financial Strategies Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,749 sharesChange vs previous 13F +979 shares
0.73% of the 13F portfolio, value $876,489.
13F-HR 0001398344-25-002079 filed by Sound Financial Strategies Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,770 sharesChange vs previous 13F not available
0.62% of the 13F portfolio, value $771,848.
13F-HR 0001398344-24-020438 filed by Sound Financial Strategies Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).