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Sound Income Strategies, LLC: DUK position timeline

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

Sound Income Strategies, LLC held 2,028 DUK 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 2,028 shares
    Change vs previous 13F -692 shares

    0.01% of the 13F portfolio, value $236,999.

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

  2. period ended2026-06-30
    13F 2,720 shares
    Change vs previous 13F -1,948 shares

    0.02% of the 13F portfolio, value $344,238.

    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 4,668 shares
    Change vs previous 13F -3,130 shares

    0.03% of the 13F portfolio, value $611,012.

    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 7,798 shares
    Change vs previous 13F +6,003 shares

    0.04% of the 13F portfolio, value $929,696.

    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 1,795 shares
    Change vs previous 13F -5,146 shares

    0.01% of the 13F portfolio, value $223,892.

    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 6,941 shares
    Change vs previous 13F +5,034 shares

    0.05% of the 13F portfolio, value $819,075.

    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 1,907 shares
    Change vs previous 13F +384 shares

    0.01% of the 13F portfolio, value $232,597.

    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 1,523 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $164,038.

    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).