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Disclosery

Sound Financial Strategies Group, LLC: CTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sound Financial Strategies Group, LLC on CTA, newest first. How the timeline and the estimate are built.

Sound Financial Strategies Group, LLC held 104,137 CTA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,137 shares
    Change vs previous 13F 0 shares

    1.72% of the 13F portfolio, value $2,701,314.

    13F-HR 0001398344-26-013883 filed by Sound Financial Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 104,137 shares
    Change vs previous 13F +29,435 shares

    2.15% of the 13F portfolio, value $3,147,020.

    13F-HR 0001398344-26-008764 filed by Sound Financial Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 74,702 shares
    Change vs previous 13F +14,478 shares

    1.44% of the 13F portfolio, value $2,036,377.

    13F-HR 0001398344-26-001982 filed by Sound Financial Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 60,224 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $1,684,465.

    13F-HR 0001398344-25-019658 filed by Sound Financial Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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