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Sound Income Strategies, LLC: BNY position timeline

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

Sound Income Strategies, LLC held 38,797 BNY 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 38,797 shares
    Change vs previous 13F -15,143 shares

    0.25% of the 13F portfolio, value $5,571,605.

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

  2. period ended2026-06-30
    13F 53,940 shares
    Change vs previous 13F -32,980 shares

    0.35% of the 13F portfolio, value $7,800,260.

    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 86,920 shares
    Change vs previous 13F +4,300 shares

    0.51% of the 13F portfolio, value $10,514,715.

    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 82,620 shares
    Change vs previous 13F +5,058 shares

    0.47% of the 13F portfolio, value $10,024,299.

    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 77,562 shares
    Change vs previous 13F +1,809 shares

    0.45% of the 13F portfolio, value $8,285,162.

    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 75,753 shares
    Change vs previous 13F +4,535 shares

    0.4% of the 13F portfolio, value $6,901,812.

    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 71,218 shares
    Change vs previous 13F +5,897 shares

    0.35% of the 13F portfolio, value $5,973,072.

    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 65,321 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,018,597.

    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).