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Sound Financial Strategies Group, LLC: ISMD position timeline

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

Sound Financial Strategies Group, LLC held 78,430 ISMD 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 78,430 shares
    Change vs previous 13F +779 shares

    2.49% of the 13F portfolio, value $3,921,265.

    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 77,651 shares
    Change vs previous 13F +31,727 shares

    2.12% of the 13F portfolio, value $3,103,710.

    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 45,924 shares
    Change vs previous 13F +1,406 shares

    1.25% of the 13F portfolio, value $1,771,748.

    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 44,518 shares
    Change vs previous 13F -366 shares

    1.26% of the 13F portfolio, value $1,729,969.

    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 44,884 shares
    Change vs previous 13F -2,273 shares

    1.35% of the 13F portfolio, value $1,594,729.

    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 47,157 shares
    Change vs previous 13F +6,890 shares

    1.44% of the 13F portfolio, value $1,608,997.

    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 40,267 shares
    Change vs previous 13F -1,271 shares

    1.26% of the 13F portfolio, value $1,510,818.

    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 41,538 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,574,290.

    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).