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Sound Income Strategies, LLC: C position timeline

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

Sound Income Strategies, LLC held 140,683 C 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 140,683 shares
    Change vs previous 13F -21,476 shares

    0.8% of the 13F portfolio, value $18,018,627.

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

  2. period ended2026-06-30
    13F 162,159 shares
    Change vs previous 13F -87,047 shares

    1.02% of the 13F portfolio, value $22,695,738.

    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 249,206 shares
    Change vs previous 13F -20,136 shares

    1.39% of the 13F portfolio, value $28,733,404.

    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 269,342 shares
    Change vs previous 13F -90,493 shares

    1.5% of the 13F portfolio, value $31,793,091.

    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 359,835 shares
    Change vs previous 13F -26,447 shares

    1.89% of the 13F portfolio, value $34,515,374.

    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 386,282 shares
    Change vs previous 13F +20,668 shares

    1.89% of the 13F portfolio, value $32,880,302.

    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 365,614 shares
    Change vs previous 13F +14,208 shares

    1.53% of the 13F portfolio, value $25,954,964.

    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 351,406 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $24,735,451.

    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).