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
- period ended2026-09-3013F 524,288 sharesChange 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 - period ended2026-06-3013F 515,832 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 431,070 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 406,666 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 160,488 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 155,898 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 147,037 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 135,352 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).