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Sound Income Strategies, LLC: CFG position timeline

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

Sound Income Strategies, LLC held 301,284 CFG 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 301,284 shares
    Change vs previous 13F +3,180 shares

    0.86% of the 13F portfolio, value $19,309,295.

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

  2. period ended2026-06-30
    13F 298,104 shares
    Change vs previous 13F +1,945 shares

    0.94% of the 13F portfolio, value $20,888,128.

    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 296,159 shares
    Change vs previous 13F -9,107 shares

    0.87% of the 13F portfolio, value $17,938,350.

    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 305,266 shares
    Change vs previous 13F -18,063 shares

    0.88% of the 13F portfolio, value $18,566,303.

    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 323,329 shares
    Change vs previous 13F -11,724 shares

    0.92% of the 13F portfolio, value $16,764,598.

    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 335,053 shares
    Change vs previous 13F +112,654 shares

    0.86% of the 13F portfolio, value $14,993,600.

    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 222,399 shares
    Change vs previous 13F +6,882 shares

    0.54% of the 13F portfolio, value $9,111,676.

    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 215,517 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $9,431,011.

    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).