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Sound Income Strategies, LLC: MTB position timeline

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

Sound Income Strategies, LLC held 88,303 MTB 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 88,303 shares
    Change vs previous 13F -11,519 shares

    0.86% of the 13F portfolio, value $19,211,248.

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

  2. period ended2026-06-30
    13F 99,822 shares
    Change vs previous 13F +366 shares

    1.07% of the 13F portfolio, value $23,758,574.

    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 99,456 shares
    Change vs previous 13F -767 shares

    1% of the 13F portfolio, value $20,784,412.

    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 100,223 shares
    Change vs previous 13F +538 shares

    1.01% of the 13F portfolio, value $21,275,314.

    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 99,685 shares
    Change vs previous 13F -5,882 shares

    1.02% of the 13F portfolio, value $18,744,801.

    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 105,567 shares
    Change vs previous 13F -6,151 shares

    1.17% of the 13F portfolio, value $20,479,020.

    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 111,718 shares
    Change vs previous 13F +3,818 shares

    1.18% of the 13F portfolio, value $19,969,618.

    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 107,900 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $20,286,238.

    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).