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Disclosery

Sound Financial Strategies Group, LLC: WWJD position timeline

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

Sound Financial Strategies Group, LLC held 170,928 WWJD 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 170,928 shares
    Change vs previous 13F +1,854 shares

    4.14% of the 13F portfolio, value $6,517,485.

    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 169,074 shares
    Change vs previous 13F +68,550 shares

    4.31% of the 13F portfolio, value $6,321,677.

    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 100,524 shares
    Change vs previous 13F +2,780 shares

    2.59% of the 13F portfolio, value $3,667,116.

    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 97,744 shares
    Change vs previous 13F -10,842 shares

    2.52% of the 13F portfolio, value $3,446,942.

    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 108,586 shares
    Change vs previous 13F -6,890 shares

    3.15% of the 13F portfolio, value $3,721,242.

    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 115,476 shares
    Change vs previous 13F +18,603 shares

    3.17% of the 13F portfolio, value $3,550,287.

    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 96,873 shares
    Change vs previous 13F -1,598 shares

    2.34% of the 13F portfolio, value $2,809,317.

    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 98,471 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $3,180,613.

    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).