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Sound Income Strategies, LLC: IVW position timeline

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

Sound Income Strategies, LLC held 22,403 IVW 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 22,403 shares
    Change vs previous 13F -5,707 shares

    0.14% of the 13F portfolio, value $3,228,104.

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

  2. period ended2026-06-30
    13F 28,110 shares
    Change vs previous 13F -2,376 shares

    0.17% of the 13F portfolio, value $3,865,902.

    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 30,486 shares
    Change vs previous 13F +281 shares

    0.17% of the 13F portfolio, value $3,494,024.

    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 30,205 shares
    Change vs previous 13F -1,117 shares

    0.18% of the 13F portfolio, value $3,743,355.

    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 31,322 shares
    Change vs previous 13F +1,369 shares

    0.21% of the 13F portfolio, value $3,823,168.

    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 29,953 shares
    Change vs previous 13F -1,858 shares

    0.19% of the 13F portfolio, value $3,297,875.

    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 31,811 shares
    Change vs previous 13F +1,512 shares

    0.17% of the 13F portfolio, value $2,952,972.

    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 30,299 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,076,266.

    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).