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Sound Financial Strategies Group, LLC: ELCV position timeline

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

Sound Financial Strategies Group, LLC held 51,323 ELCV 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 51,323 shares
    Change vs previous 13F +414 shares

    1.07% of the 13F portfolio, value $1,686,987.

    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 50,909 shares
    Change vs previous 13F +8,190 shares

    1.01% of the 13F portfolio, value $1,476,361.

    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 42,719 shares
    Change vs previous 13F -475 shares

    0.8% of the 13F portfolio, value $1,133,762.

    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 43,194 shares
    Change vs previous 13F -999 shares

    0.84% of the 13F portfolio, value $1,155,133.

    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 44,193 shares
    Change vs previous 13F -1,748 shares

    0.95% of the 13F portfolio, value $1,122,635.

    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 45,941 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,143,471.

    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).