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Sound Financial Strategies Group, LLC: TPHD position timeline

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

Sound Financial Strategies Group, LLC held 35,697 TPHD 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 35,697 shares
    Change vs previous 13F +628 shares

    0.96% of the 13F portfolio, value $1,509,269.

    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 35,069 shares
    Change vs previous 13F +5,860 shares

    0.99% of the 13F portfolio, value $1,450,454.

    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 29,209 shares
    Change vs previous 13F +554 shares

    0.79% of the 13F portfolio, value $1,125,423.

    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 28,655 shares
    Change vs previous 13F -1,207 shares

    0.82% of the 13F portfolio, value $1,127,153.

    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 29,862 shares
    Change vs previous 13F -1,342 shares

    0.95% of the 13F portfolio, value $1,128,784.

    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 31,204 shares
    Change vs previous 13F +7,454 shares

    1.05% of the 13F portfolio, value $1,173,894.

    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 23,750 shares
    Change vs previous 13F -506 shares

    0.72% of the 13F portfolio, value $863,443.

    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 24,256 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $914,451.

    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).