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Disclosery

Sound Income Strategies, LLC: CAIE position timeline

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

Sound Income Strategies, LLC held 130,999 CAIE 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 130,999 shares
    Change vs previous 13F +10,678 shares

    0.16% of the 13F portfolio, value $3,500,293.

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

  2. period ended2026-06-30
    13F 120,321 shares
    Change vs previous 13F +17,605 shares

    0.15% of the 13F portfolio, value $3,273,934.

    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 102,716 shares
    Change vs previous 13F +16,462 shares

    0.12% of the 13F portfolio, value $2,560,710.

    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 86,254 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,333,171.

    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).