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Disclosery

Sound Financial Strategies Group, LLC: RQI position timeline

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

Sound Financial Strategies Group, LLC held 42,247 RQI 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 42,247 shares
    Change vs previous 13F +811 shares

    0.33% of the 13F portfolio, value $520,061.

    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 41,436 shares
    Change vs previous 13F -59,128 shares

    0.34% of the 13F portfolio, value $499,304.

    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 100,564 shares
    Change vs previous 13F +1,130 shares

    0.81% of the 13F portfolio, value $1,148,441.

    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 99,434 shares
    Change vs previous 13F +6,577 shares

    0.91% of the 13F portfolio, value $1,239,942.

    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 92,857 shares
    Change vs previous 13F -2,767 shares

    0.98% of the 13F portfolio, value $1,156,070.

    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 95,624 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,201,037.

    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).