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Sound Income Strategies, LLC: BAI position timeline

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

Sound Income Strategies, LLC held 20,337 BAI 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 20,337 shares
    Change vs previous 13F -9,368 shares

    0.04% of the 13F portfolio, value $968,062.

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

  2. period ended2026-06-30
    13F 29,705 shares
    Change vs previous 13F +15,549 shares

    0.07% of the 13F portfolio, value $1,566,059.

    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 14,156 shares
    Change vs previous 13F +958 shares

    0.02% of the 13F portfolio, value $482,302.

    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 13,198 shares
    Change vs previous 13F +5,014 shares

    0.02% of the 13F portfolio, value $460,617.

    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 8,184 shares
    Change vs previous 13F +1,609 shares

    0.02% of the 13F portfolio, value $293,898.

    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 6,575 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $189,698.

    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).