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Sound Income Strategies, LLC: CLOZ position timeline

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

Sound Income Strategies, LLC held 325,205 CLOZ 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 325,205 shares
    Change vs previous 13F -5,312 shares

    0.38% of the 13F portfolio, value $8,533,386.

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

  2. period ended2026-06-30
    13F 330,517 shares
    Change vs previous 13F +60,685 shares

    0.39% of the 13F portfolio, value $8,732,255.

    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 269,832 shares
    Change vs previous 13F +52,383 shares

    0.34% of the 13F portfolio, value $6,956,271.

    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 217,449 shares
    Change vs previous 13F +73,437 shares

    0.27% of the 13F portfolio, value $5,801,528.

    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 144,012 shares
    Change vs previous 13F +55,396 shares

    0.21% of the 13F portfolio, value $3,842,968.

    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 88,616 shares
    Change vs previous 13F +65,686 shares

    0.14% of the 13F portfolio, value $2,369,605.

    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 22,930 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $609,250.

    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).