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Disclosery

Sound Financial Strategies Group, LLC: DTCR position timeline

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

Sound Financial Strategies Group, LLC held 20,605 DTCR 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 20,605 shares
    Change vs previous 13F +215 shares

    0.4% of the 13F portfolio, value $625,774.

    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 20,390 shares
    Change vs previous 13F -23,705 shares

    0.33% of the 13F portfolio, value $488,544.

    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 44,095 shares
    Change vs previous 13F -647 shares

    0.66% of the 13F portfolio, value $930,405.

    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 44,742 shares
    Change vs previous 13F +873 shares

    0.67% of the 13F portfolio, value $916,316.

    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).

  5. period ended2025-06-30
    13F 43,869 shares
    Change vs previous 13F -1,243 shares

    0.69% of the 13F portfolio, value $817,718.

    13F-HR 0001398344-25-014607 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).

  6. period ended2025-03-31
    13F 45,112 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $733,521.

    13F-HR 0001398344-25-009055 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).