Sound Financial Strategies Group, LLC: CLX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sound Financial Strategies Group, LLC on CLX, newest first. How the timeline and the estimate are built.
Sound Financial Strategies Group, LLC held 0 CLX shares at 2025-12-31 per its 13F-HR filed 2026-02-03.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -4,228 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 4,228 sharesChange vs previous 13F -638 shares
0.38% of the 13F portfolio, value $521,312.
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 4,866 sharesChange vs previous 13F +3,469 shares
0.49% of the 13F portfolio, value $584,267.
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 1,397 sharesChange vs previous 13F +8 shares
0.18% of the 13F portfolio, value $205,708.
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 1,389 sharesChange vs previous 13F -6 shares
0.19% of the 13F portfolio, value $225,587.
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 1,395 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $227,259.
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).