Sound Financial Strategies Group, LLC: NUE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sound Financial Strategies Group, LLC on NUE, newest first. How the timeline and the estimate are built.
Sound Financial Strategies Group, LLC held 1,579 NUE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 1,579 sharesChange vs previous 13F +7 shares
0.22% of the 13F portfolio, value $351,722.
13F-HR 0001398344-26-013883 filed by Sound Financial Strategies Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,572 sharesChange vs previous 13F -2,622 shares
0.18% of the 13F portfolio, value $265,825.
13F-HR 0001398344-26-008764 filed by Sound Financial Strategies Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,194 sharesChange vs previous 13F +4,194 shares
0.48% of the 13F portfolio, value $684,083.
13F-HR 0001398344-26-001982 filed by Sound Financial Strategies Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -4,252 shares
13F-HR 0001398344-25-002079 filed by Sound Financial Strategies Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 4,252 sharesChange vs previous 13F not available
0.51% of the 13F portfolio, value $639,246.
13F-HR 0001398344-24-020438 filed by Sound Financial Strategies Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).