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Disclosery

Sound Financial Strategies Group, LLC: SWK position timeline

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

Sound Financial Strategies Group, LLC held 3,595 SWK 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 3,595 shares
    Change vs previous 13F +347 shares

    0.21% of the 13F portfolio, value $338,361.

    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 3,248 shares
    Change vs previous 13F +3,248 shares

    0.16% of the 13F portfolio, value $230,803.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -6,209 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 6,209 shares
    Change vs previous 13F -3,028 shares

    0.43% of the 13F portfolio, value $477,348.

    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).

  5. period ended2024-12-31
    13F 9,237 shares
    Change vs previous 13F +1,139 shares

    0.62% of the 13F portfolio, value $741,639.

    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).

  6. period ended2024-09-30
    13F 8,098 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $891,833.

    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).