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Sound Income Strategies, LLC: CSWC position timeline

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

Sound Income Strategies, LLC held 876,046 CSWC 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 876,046 shares
    Change vs previous 13F -58,275 shares

    0.93% of the 13F portfolio, value $20,797,327.

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

  2. period ended2026-06-30
    13F 934,321 shares
    Change vs previous 13F +30,992 shares

    1% of the 13F portfolio, value $22,208,820.

    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 903,329 shares
    Change vs previous 13F +17,362 shares

    0.96% of the 13F portfolio, value $19,810,001.

    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 885,967 shares
    Change vs previous 13F +129,181 shares

    0.99% of the 13F portfolio, value $20,979,701.

    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 756,786 shares
    Change vs previous 13F +54,585 shares

    0.82% of the 13F portfolio, value $15,067,601.

    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 702,201 shares
    Change vs previous 13F +86,185 shares

    0.89% of the 13F portfolio, value $15,476,508.

    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 616,016 shares
    Change vs previous 13F +37,475 shares

    0.81% of the 13F portfolio, value $13,749,475.

    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 578,541 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $12,623,773.

    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).