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Sound Income Strategies, LLC: HRB position timeline

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

Sound Income Strategies, LLC held 261,954 HRB 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 261,954 shares
    Change vs previous 13F +51 shares

    0.52% of the 13F portfolio, value $11,680,529.

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

  2. period ended2026-06-30
    13F 261,903 shares
    Change vs previous 13F +1,982 shares

    0.45% of the 13F portfolio, value $9,973,283.

    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 259,921 shares
    Change vs previous 13F +153,844 shares

    0.4% of the 13F portfolio, value $8,262,885.

    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 106,077 shares
    Change vs previous 13F +101,025 shares

    0.21% of the 13F portfolio, value $4,460,535.

    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 5,052 shares
    Change vs previous 13F -497 shares

    0.01% of the 13F portfolio, value $250,710.

    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 5,549 shares
    Change vs previous 13F -137,776 shares

    0.02% of the 13F portfolio, value $304,587.

    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 143,325 shares
    Change vs previous 13F -41,049 shares

    0.46% of the 13F portfolio, value $7,869,987.

    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 184,374 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $9,742,328.

    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).