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Sound Financial Strategies Group, LLC: IEF position timeline

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

Sound Financial Strategies Group, LLC held 2,460 IEF 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 2,460 shares
    Change vs previous 13F -163,849 shares

    0.15% of the 13F portfolio, value $232,642.

    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 166,309 shares
    Change vs previous 13F +22,988 shares

    10.83% of the 13F portfolio, value $15,872,531.

    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 143,321 shares
    Change vs previous 13F -3,326 shares

    9.73% of the 13F portfolio, value $13,781,747.

    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 146,647 shares
    Change vs previous 13F +1,524 shares

    10.33% of the 13F portfolio, value $14,145,570.

    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 145,123 shares
    Change vs previous 13F +38,952 shares

    11.75% of the 13F portfolio, value $13,898,430.

    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 106,171 shares
    Change vs previous 13F -75,663 shares

    9.04% of the 13F portfolio, value $10,125,528.

    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).

  7. period ended2024-12-31
    13F 181,834 shares
    Change vs previous 13F -10,326 shares

    14.02% of the 13F portfolio, value $16,810,553.

    13F-HR 0001398344-25-002079 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).

  8. period ended2024-09-30
    13F 192,160 shares
    Change vs previous 13F not available

    15.14% of the 13F portfolio, value $18,854,739.

    13F-HR 0001398344-24-020438 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).