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Disclosery

Sound Income Strategies, LLC: CG position timeline

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

Sound Income Strategies, LLC held 129,024 CG 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 129,024 shares
    Change vs previous 13F +2,290 shares

    0.22% of the 13F portfolio, value $4,953,234.

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

  2. period ended2026-06-30
    13F 126,734 shares
    Change vs previous 13F +1,998 shares

    0.24% of the 13F portfolio, value $5,336,763.

    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 124,736 shares
    Change vs previous 13F +9,644 shares

    0.29% of the 13F portfolio, value $5,912,489.

    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 115,092 shares
    Change vs previous 13F +23,200 shares

    0.36% of the 13F portfolio, value $7,552,345.

    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 91,892 shares
    Change vs previous 13F +2,225 shares

    0.3% of the 13F portfolio, value $5,430,806.

    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 89,667 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,608,870.

    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).