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Sound Income Strategies, LLC: CAG position timeline

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

Sound Income Strategies, LLC held 524,288 CAG 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 524,288 shares
    Change vs previous 13F +8,456 shares

    0.32% of the 13F portfolio, value $7,114,581.

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

  2. period ended2026-06-30
    13F 515,832 shares
    Change vs previous 13F +84,762 shares

    0.31% of the 13F portfolio, value $6,943,094.

    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 431,070 shares
    Change vs previous 13F +24,404 shares

    0.32% of the 13F portfolio, value $6,690,213.

    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 406,666 shares
    Change vs previous 13F +246,178 shares

    0.33% of the 13F portfolio, value $6,897,048.

    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 160,488 shares
    Change vs previous 13F +4,590 shares

    0.16% of the 13F portfolio, value $2,969,036.

    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 155,898 shares
    Change vs previous 13F +8,861 shares

    0.18% of the 13F portfolio, value $3,191,231.

    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 147,037 shares
    Change vs previous 13F +11,685 shares

    0.23% of the 13F portfolio, value $3,921,464.

    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 135,352 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,756,028.

    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).