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Disclosery

Sound Income Strategies, LLC: ES position timeline

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

Sound Income Strategies, LLC held 259,791 ES 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 259,791 shares
    Change vs previous 13F +5,661 shares

    0.76% of the 13F portfolio, value $17,065,685.

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

  2. period ended2026-06-30
    13F 254,130 shares
    Change vs previous 13F +741 shares

    0.82% of the 13F portfolio, value $18,365,980.

    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 253,389 shares
    Change vs previous 13F -7,192 shares

    0.85% of the 13F portfolio, value $17,648,537.

    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 260,581 shares
    Change vs previous 13F -12,896 shares

    0.86% of the 13F portfolio, value $18,269,327.

    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 273,477 shares
    Change vs previous 13F -9,973 shares

    1.08% of the 13F portfolio, value $19,796,972.

    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 283,450 shares
    Change vs previous 13F +17,208 shares

    1.03% of the 13F portfolio, value $18,033,068.

    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 266,242 shares
    Change vs previous 13F +257,821 shares

    0.98% of the 13F portfolio, value $16,536,261.

    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 8,421 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $483,634.

    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).