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Sound Income Strategies, LLC: IVV position timeline

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

Sound Income Strategies, LLC held 23,760 IVV 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 23,760 shares
    Change vs previous 13F +815 shares

    0.82% of the 13F portfolio, value $18,468,149.

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

  2. period ended2026-06-30
    13F 22,945 shares
    Change vs previous 13F +3,059 shares

    0.77% of the 13F portfolio, value $17,183,444.

    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 19,886 shares
    Change vs previous 13F +277 shares

    0.63% of the 13F portfolio, value $13,086,342.

    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 19,609 shares
    Change vs previous 13F +7,884 shares

    0.64% of the 13F portfolio, value $13,621,742.

    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 11,725 shares
    Change vs previous 13F +2,646 shares

    0.43% of the 13F portfolio, value $7,909,012.

    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 9,079 shares
    Change vs previous 13F +622 shares

    0.32% of the 13F portfolio, value $5,637,330.

    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 8,457 shares
    Change vs previous 13F -926 shares

    0.28% of the 13F portfolio, value $4,752,156.

    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 9,383 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,523,447.

    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).