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Sound Income Strategies, LLC: IBM position timeline

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

Sound Income Strategies, LLC held 69,881 IBM 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 69,881 shares
    Change vs previous 13F +4,493 shares

    0.71% of the 13F portfolio, value $15,835,634.

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

  2. period ended2026-06-30
    13F 65,388 shares
    Change vs previous 13F +105 shares

    0.83% of the 13F portfolio, value $18,387,680.

    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 65,283 shares
    Change vs previous 13F +1,225 shares

    0.77% of the 13F portfolio, value $15,872,960.

    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 64,058 shares
    Change vs previous 13F +1,429 shares

    0.93% of the 13F portfolio, value $19,580,594.

    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 62,629 shares
    Change vs previous 13F -7,390 shares

    0.99% of the 13F portfolio, value $18,051,643.

    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 70,019 shares
    Change vs previous 13F -14,540 shares

    1.18% of the 13F portfolio, value $20,640,069.

    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 84,559 shares
    Change vs previous 13F -32,072 shares

    1.24% of the 13F portfolio, value $21,026,379.

    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 116,631 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $25,639,095.

    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).