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Sound Income Strategies, LLC: O position timeline

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

Sound Income Strategies, LLC held 368,301 O 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 368,301 shares
    Change vs previous 13F +2,875 shares

    0.89% of the 13F portfolio, value $19,950,886.

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

  2. period ended2026-06-30
    13F 365,426 shares
    Change vs previous 13F +12,583 shares

    1.02% of the 13F portfolio, value $22,641,809.

    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 352,843 shares
    Change vs previous 13F -75 shares

    1.05% of the 13F portfolio, value $21,833,950.

    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 352,918 shares
    Change vs previous 13F +26,890 shares

    1.03% of the 13F portfolio, value $21,676,237.

    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 326,028 shares
    Change vs previous 13F +11,544 shares

    1.05% of the 13F portfolio, value $19,124,791.

    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 314,484 shares
    Change vs previous 13F +19,342 shares

    1.04% of the 13F portfolio, value $18,117,416.

    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 295,142 shares
    Change vs previous 13F +25,661 shares

    1.01% of the 13F portfolio, value $17,121,198.

    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 269,481 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $14,392,968.

    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).