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Sound Financial Strategies Group, LLC: TPLC position timeline

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

Sound Financial Strategies Group, LLC held 78,396 TPLC 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 78,396 shares
    Change vs previous 13F +1,469 shares

    2.51% of the 13F portfolio, value $3,947,239.

    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 76,927 shares
    Change vs previous 13F +14,723 shares

    2.44% of the 13F portfolio, value $3,572,490.

    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 62,204 shares
    Change vs previous 13F +2,395 shares

    2% of the 13F portfolio, value $2,827,172.

    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 59,809 shares
    Change vs previous 13F -3,290 shares

    2.02% of the 13F portfolio, value $2,768,977.

    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 63,099 shares
    Change vs previous 13F -3,853 shares

    2.4% of the 13F portfolio, value $2,833,076.

    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 66,952 shares
    Change vs previous 13F +46,594 shares

    2.54% of the 13F portfolio, value $2,841,443.

    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 20,358 shares
    Change vs previous 13F -474 shares

    0.73% of the 13F portfolio, value $871,911.

    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 20,832 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $916,473.

    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).