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Disclosery

Sound Financial Strategies Group, LLC: ITW position timeline

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

Sound Financial Strategies Group, LLC held 1,024 ITW 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 1,024 shares
    Change vs previous 13F +53 shares

    0.18% of the 13F portfolio, value $276,961.

    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 971 shares
    Change vs previous 13F -1,544 shares

    0.17% of the 13F portfolio, value $252,742.

    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 2,515 shares
    Change vs previous 13F -260 shares

    0.44% of the 13F portfolio, value $619,445.

    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 2,775 shares
    Change vs previous 13F +572 shares

    0.53% of the 13F portfolio, value $723,609.

    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 2,203 shares
    Change vs previous 13F -610 shares

    0.46% of the 13F portfolio, value $544,692.

    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 2,813 shares
    Change vs previous 13F -522 shares

    0.62% of the 13F portfolio, value $697,652.

    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 3,335 shares
    Change vs previous 13F +417 shares

    0.71% of the 13F portfolio, value $845,623.

    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 2,918 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $764,720.

    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).