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Sound Financial Strategies Group, LLC: TPIF position timeline

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

Sound Financial Strategies Group, LLC held 179,280 TPIF 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 179,280 shares
    Change vs previous 13F +2,002 shares

    4.25% of the 13F portfolio, value $6,688,937.

    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 177,278 shares
    Change vs previous 13F +69,729 shares

    4.36% of the 13F portfolio, value $6,389,099.

    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 107,549 shares
    Change vs previous 13F +2,938 shares

    2.63% of the 13F portfolio, value $3,729,799.

    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 104,611 shares
    Change vs previous 13F -13,966 shares

    2.55% of the 13F portfolio, value $3,491,915.

    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 118,577 shares
    Change vs previous 13F -9,249 shares

    3.24% of the 13F portfolio, value $3,829,314.

    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 127,826 shares
    Change vs previous 13F +17,179 shares

    3.28% of the 13F portfolio, value $3,674,998.

    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 110,647 shares
    Change vs previous 13F +382 shares

    2.45% of the 13F portfolio, value $2,941,119.

    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 110,265 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $3,183,836.

    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).