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Sound Income Strategies, LLC: OMC position timeline

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

Sound Income Strategies, LLC held 365,161 OMC 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 365,161 shares
    Change vs previous 13F +5,720 shares

    1.25% of the 13F portfolio, value $27,916,534.

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

  2. period ended2026-06-30
    13F 359,441 shares
    Change vs previous 13F +3,966 shares

    1.17% of the 13F portfolio, value $26,178,096.

    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 355,475 shares
    Change vs previous 13F -29,160 shares

    1.29% of the 13F portfolio, value $26,735,297.

    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 384,635 shares
    Change vs previous 13F +141,973 shares

    1.45% of the 13F portfolio, value $30,690,010.

    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 242,662 shares
    Change vs previous 13F -2,688 shares

    1.03% of the 13F portfolio, value $18,830,584.

    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 245,350 shares
    Change vs previous 13F +11,469 shares

    1.01% of the 13F portfolio, value $17,650,475.

    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 233,881 shares
    Change vs previous 13F +7,797 shares

    1.15% of the 13F portfolio, value $19,391,099.

    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 226,084 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $19,452,227.

    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).