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
- period ended2026-09-3013F 69,881 sharesChange 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 - period ended2026-06-3013F 65,388 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 65,283 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 64,058 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 62,629 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 70,019 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 84,559 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 116,631 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).