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Sound Income Strategies, LLC: MTUM position timeline

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

Sound Income Strategies, LLC held 8,762 MTUM 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 8,762 shares
    Change vs previous 13F -1,239 shares

    0.12% of the 13F portfolio, value $2,780,486.

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

  2. period ended2026-06-30
    13F 10,001 shares
    Change vs previous 13F +629 shares

    0.15% of the 13F portfolio, value $3,428,563.

    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 9,372 shares
    Change vs previous 13F +500 shares

    0.11% of the 13F portfolio, value $2,298,365.

    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 8,872 shares
    Change vs previous 13F -285 shares

    0.11% of the 13F portfolio, value $2,292,472.

    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 9,157 shares
    Change vs previous 13F +185 shares

    0.13% of the 13F portfolio, value $2,344,569.

    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 8,972 shares
    Change vs previous 13F +108 shares

    0.12% of the 13F portfolio, value $2,156,262.

    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 8,864 shares
    Change vs previous 13F +1,270 shares

    0.11% of the 13F portfolio, value $1,791,584.

    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 7,594 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,571,429.

    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).