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Sound Income Strategies, LLC: FXED position timeline

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

Sound Income Strategies, LLC held 1,760,737 FXED 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 1,760,737 shares
    Change vs previous 13F -34,104 shares

    1.3% of the 13F portfolio, value $29,210,621.

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

  2. period ended2026-06-30
    13F 1,794,841 shares
    Change vs previous 13F +88,296 shares

    1.41% of the 13F portfolio, value $31,462,847.

    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 1,706,545 shares
    Change vs previous 13F -66,471 shares

    1.42% of the 13F portfolio, value $29,403,779.

    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 1,773,016 shares
    Change vs previous 13F -33,018 shares

    1.52% of the 13F portfolio, value $32,100,467.

    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 1,806,034 shares
    Change vs previous 13F -46,071 shares

    1.79% of the 13F portfolio, value $32,662,126.

    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 1,852,105 shares
    Change vs previous 13F -28,765 shares

    1.92% of the 13F portfolio, value $33,467,543.

    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 1,880,870 shares
    Change vs previous 13F +32,989 shares

    2.01% of the 13F portfolio, value $34,099,606.

    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 1,847,881 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $33,514,460.

    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).