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Sound Income Strategies, LLC: DIVY position timeline

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

Sound Income Strategies, LLC held 738,831 DIVY 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 738,831 shares
    Change vs previous 13F -18,866 shares

    0.97% of the 13F portfolio, value $21,839,850.

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

  2. period ended2026-06-30
    13F 757,697 shares
    Change vs previous 13F -32,547 shares

    0.99% of the 13F portfolio, value $21,975,499.

    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 790,244 shares
    Change vs previous 13F -55,731 shares

    1.05% of the 13F portfolio, value $21,751,478.

    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 845,975 shares
    Change vs previous 13F -47,030 shares

    1.08% of the 13F portfolio, value $22,818,920.

    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 893,005 shares
    Change vs previous 13F -76,493 shares

    1.25% of the 13F portfolio, value $22,923,354.

    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 969,498 shares
    Change vs previous 13F +46,226 shares

    1.42% of the 13F portfolio, value $24,812,647.

    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 923,272 shares
    Change vs previous 13F +2,515 shares

    1.4% of the 13F portfolio, value $23,643,604.

    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 920,757 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $23,477,926.

    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).