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Disclosery

Sound Financial Strategies Group, LLC: PTL position timeline

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

Sound Financial Strategies Group, LLC held 14,456 PTL 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 14,456 shares
    Change vs previous 13F +214 shares

    2.63% of the 13F portfolio, value $4,135,717.

    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 14,242 shares
    Change vs previous 13F +2,465 shares

    2.44% of the 13F portfolio, value $3,568,404.

    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 11,777 shares
    Change vs previous 13F +3 shares

    2.06% of the 13F portfolio, value $2,922,934.

    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 11,774 shares
    Change vs previous 13F -918 shares

    2.14% of the 13F portfolio, value $2,934,681.

    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 12,692 shares
    Change vs previous 13F -737 shares

    2.46% of the 13F portfolio, value $2,910,276.

    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 13,429 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $2,759,696.

    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).