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Sound Income Strategies, LLC: AHRT position timeline

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

Sound Income Strategies, LLC held 14,785 AHRT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,785 shares
    Change vs previous 13F -6,258 shares

    <0.01% of the 13F portfolio, value $89,449.

    13F-HR 0001085146-26-000864 filed by Sound Income Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,043 shares
    Change vs previous 13F +607 shares

    0.01% of the 13F portfolio, value $148,982.

    13F-HR 0001730960-26-000001 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 20,436 shares
    Change vs previous 13F -2,118 shares

    0.01% of the 13F portfolio, value $110,352.

    13F-HR 0001104659-26-049113 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 22,554 shares
    Change vs previous 13F -448 shares

    0.01% of the 13F portfolio, value $159,230.

    13F-HR 0001104659-26-005260 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 23,002 shares
    Change vs previous 13F -1,161,668 shares

    0.01% of the 13F portfolio, value $153,886.

    13F-HR 0001104659-25-098692 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,184,670 shares
    Change vs previous 13F -215,911 shares

    0.47% of the 13F portfolio, value $8,138,680.

    13F-HR 0001104659-25-068609 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,400,581 shares
    Change vs previous 13F +515,999 shares

    0.62% of the 13F portfolio, value $10,518,365.

    13F-HR 0001104659-25-035760 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 884,582 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $9,049,274.

    13F-HR 0001104659-25-004762 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).