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Sound Income Strategies, LLC: GEF-B position timeline

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

Sound Income Strategies, LLC held 245,887 GEF-B 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 245,887 shares
    Change vs previous 13F +2,470 shares

    1.18% of the 13F portfolio, value $26,531,165.

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

  2. period ended2026-06-30
    13F 243,417 shares
    Change vs previous 13F -1,661 shares

    1.02% of the 13F portfolio, value $22,769,262.

    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 245,078 shares
    Change vs previous 13F -53,121 shares

    1.05% of the 13F portfolio, value $21,674,730.

    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 298,199 shares
    Change vs previous 13F -34,900 shares

    1.18% of the 13F portfolio, value $25,001,004.

    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 333,099 shares
    Change vs previous 13F -30,019 shares

    1.11% of the 13F portfolio, value $20,285,744.

    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 363,118 shares
    Change vs previous 13F +22,446 shares

    1.44% of the 13F portfolio, value $25,058,774.

    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 340,672 shares
    Change vs previous 13F +10,972 shares

    1.19% of the 13F portfolio, value $20,195,020.

    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 329,700 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $22,370,163.

    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).