Skip to content
Disclosery

Sound Financial Strategies Group, LLC: ES position timeline

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

Sound Financial Strategies Group, LLC held 4,177 ES 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 4,177 shares
    Change vs previous 13F +110 shares

    0.19% of the 13F portfolio, value $301,872.

    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 4,067 shares
    Change vs previous 13F -5,833 shares

    0.19% of the 13F portfolio, value $281,762.

    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 9,900 shares
    Change vs previous 13F -1,067 shares

    0.47% of the 13F portfolio, value $666,567.

    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 10,967 shares
    Change vs previous 13F -363 shares

    0.57% of the 13F portfolio, value $780,192.

    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 11,330 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $720,828.

    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).