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Sound Income Strategies, LLC: DVY position timeline

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

Sound Income Strategies, LLC held 10,783 DVY 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 10,783 shares
    Change vs previous 13F +438 shares

    0.07% of the 13F portfolio, value $1,676,060.

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

  2. period ended2026-06-30
    13F 10,345 shares
    Change vs previous 13F -737 shares

    0.07% of the 13F portfolio, value $1,616,944.

    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 11,082 shares
    Change vs previous 13F -2,049 shares

    0.08% of the 13F portfolio, value $1,673,650.

    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 13,131 shares
    Change vs previous 13F +1,801 shares

    0.09% of the 13F portfolio, value $1,937,066.

    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 11,330 shares
    Change vs previous 13F -1,552 shares

    0.09% of the 13F portfolio, value $1,593,959.

    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 12,882 shares
    Change vs previous 13F -3,063 shares

    0.1% of the 13F portfolio, value $1,710,806.

    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 15,945 shares
    Change vs previous 13F +15,825 shares

    0.13% of the 13F portfolio, value $2,141,272.

    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 120 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,755.

    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).