Sound Income Strategies, LLC: IJR position timeline

Sound Income Strategies, LLC held 10,389 IJR 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 10,389 shares

   Change vs previous 13F -381 shares

   0.06% of the 13F portfolio, value $1,426,568.

   13F-HR 0001085146-26-000864 filed by Sound Income Strategies, LLC
   Accepted 2026-10-09 20:53:34 UTC, ingested 2026-10-09 20:54:06 UTC

2. period ended2026-06-30

   13F 10,770 shares

   Change vs previous 13F +700 shares

   0.07% of the 13F portfolio, value $1,597,319.

   13F-HR 0001730960-26-000001 filed by Sound Income Strategies, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 10,070 shares

   Change vs previous 13F +584 shares

   0.06% of the 13F portfolio, value $1,257,989.

   13F-HR 0001104659-26-049113 filed by Sound Income Strategies, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 9,486 shares

   Change vs previous 13F +5,656 shares

   0.06% of the 13F portfolio, value $1,220,127.

   13F-HR 0001104659-26-005260 filed by Sound Income Strategies, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 3,830 shares

   Change vs previous 13F -393 shares

   0.02% of the 13F portfolio, value $451,702.

   13F-HR 0001104659-25-098692 filed by Sound Income Strategies, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 4,223 shares

   Change vs previous 13F -26,439 shares

   0.03% of the 13F portfolio, value $461,558.

   13F-HR 0001104659-25-068609 filed by Sound Income Strategies, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 30,662 shares

   Change vs previous 13F +1,197 shares

   0.19% of the 13F portfolio, value $3,206,337.

   13F-HR 0001104659-25-035760 filed by Sound Income Strategies, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 29,465 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $3,394,999.

   13F-HR 0001104659-25-004762 filed by Sound Income Strategies, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).