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Sound Income Strategies, LLC: BIZD position timeline

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

Sound Income Strategies, LLC held 245,318 BIZD 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 245,318 shares
    Change vs previous 13F +39,718 shares

    0.13% of the 13F portfolio, value $2,985,518.

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

  2. period ended2026-06-30
    13F 205,600 shares
    Change vs previous 13F +49,405 shares

    0.12% of the 13F portfolio, value $2,602,893.

    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 156,195 shares
    Change vs previous 13F +21,215 shares

    0.09% of the 13F portfolio, value $1,891,516.

    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 134,980 shares
    Change vs previous 13F +130,938 shares

    0.09% of the 13F portfolio, value $1,961,253.

    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 4,042 shares
    Change vs previous 13F -750 shares

    <0.01% of the 13F portfolio, value $55,207.

    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 4,792 shares
    Change vs previous 13F -636 shares

    <0.01% of the 13F portfolio, value $78,006.

    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 5,428 shares
    Change vs previous 13F -1,107 shares

    0.01% of the 13F portfolio, value $90,966.

    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 6,535 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $108,669.

    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).