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Sound Income Strategies, LLC: HTGC position timeline

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

Sound Income Strategies, LLC held 3,777,695 HTGC 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 3,777,695 shares
    Change vs previous 13F +110,177 shares

    2.79% of the 13F portfolio, value $62,520,854.

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

  2. period ended2026-06-30
    13F 3,667,518 shares
    Change vs previous 13F +285,460 shares

    2.6% of the 13F portfolio, value $57,836,764.

    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 3,382,058 shares
    Change vs previous 13F +678,783 shares

    2.38% of the 13F portfolio, value $49,242,758.

    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 2,703,275 shares
    Change vs previous 13F -49,592 shares

    2.42% of the 13F portfolio, value $51,118,929.

    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 2,752,867 shares
    Change vs previous 13F -177,473 shares

    2.57% of the 13F portfolio, value $46,963,907.

    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 2,930,340 shares
    Change vs previous 13F +55,885 shares

    3.07% of the 13F portfolio, value $53,566,608.

    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 2,874,455 shares
    Change vs previous 13F +59,241 shares

    3.26% of the 13F portfolio, value $55,218,279.

    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 2,815,214 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $56,557,650.

    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).