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Sound Income Strategies, LLC: OBDC position timeline

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

Sound Income Strategies, LLC held 5,549,823 OBDC 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 5,549,823 shares
    Change vs previous 13F +1,345,081 shares

    2.52% of the 13F portfolio, value $56,441,697.

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

  2. period ended2026-06-30
    13F 4,204,742 shares
    Change vs previous 13F +227,994 shares

    2.05% of the 13F portfolio, value $45,705,541.

    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 3,976,748 shares
    Change vs previous 13F +196,847 shares

    2.07% of the 13F portfolio, value $42,789,805.

    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 3,779,901 shares
    Change vs previous 13F +387,347 shares

    2.26% of the 13F portfolio, value $47,664,554.

    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 3,392,554 shares
    Change vs previous 13F +98,371 shares

    2.27% of the 13F portfolio, value $41,490,935.

    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 3,294,183 shares
    Change vs previous 13F +140,885 shares

    2.71% of the 13F portfolio, value $47,238,587.

    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 3,153,298 shares
    Change vs previous 13F +129,038 shares

    2.73% of the 13F portfolio, value $46,227,348.

    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 3,024,260 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $45,726,811.

    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).