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Sound Income Strategies, LLC: BRK-B position timeline

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

Sound Income Strategies, LLC held 7,120 BRK-B 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 7,120 shares
    Change vs previous 13F +394 shares

    0.16% of the 13F portfolio, value $3,638,702.

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

  2. period ended2026-06-30
    13F 6,726 shares
    Change vs previous 13F +149 shares

    0.15% of the 13F portfolio, value $3,365,649.

    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 6,577 shares
    Change vs previous 13F +143 shares

    0.15% of the 13F portfolio, value $3,147,105.

    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 6,434 shares
    Change vs previous 13F +790 shares

    0.15% of the 13F portfolio, value $3,173,828.

    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 5,644 shares
    Change vs previous 13F -2,906 shares

    0.15% of the 13F portfolio, value $2,803,601.

    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 8,550 shares
    Change vs previous 13F +2,072 shares

    0.24% of the 13F portfolio, value $4,153,334.

    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 6,478 shares
    Change vs previous 13F +688 shares

    0.2% of the 13F portfolio, value $3,450,053.

    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 5,790 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,624,491.

    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).