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Sound Income Strategies, LLC: BEN position timeline

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

Sound Income Strategies, LLC held 482,990 BEN 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 482,990 shares
    Change vs previous 13F +6,988 shares

    0.7% of the 13F portfolio, value $15,648,879.

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

  2. period ended2026-06-30
    13F 476,002 shares
    Change vs previous 13F -70,132 shares

    0.71% of the 13F portfolio, value $15,836,572.

    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 546,134 shares
    Change vs previous 13F -12,517 shares

    0.62% of the 13F portfolio, value $12,883,302.

    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 558,651 shares
    Change vs previous 13F -8,513 shares

    0.69% of the 13F portfolio, value $14,524,927.

    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 567,164 shares
    Change vs previous 13F -15,852 shares

    0.73% of the 13F portfolio, value $13,402,081.

    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 583,016 shares
    Change vs previous 13F +28,931 shares

    0.8% of the 13F portfolio, value $13,904,926.

    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 554,085 shares
    Change vs previous 13F +10,210 shares

    0.63% of the 13F portfolio, value $10,666,144.

    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 543,875 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $11,035,229.

    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).