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Sound Income Strategies, LLC: PEP position timeline

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

Sound Income Strategies, LLC held 80,931 PEP 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 80,931 shares
    Change vs previous 13F -201 shares

    0.46% of the 13F portfolio, value $10,386,725.

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

  2. period ended2026-06-30
    13F 81,132 shares
    Change vs previous 13F +499 shares

    0.49% of the 13F portfolio, value $10,985,214.

    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 80,633 shares
    Change vs previous 13F -1,778 shares

    0.6% of the 13F portfolio, value $12,469,851.

    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 82,411 shares
    Change vs previous 13F -1,987 shares

    0.57% of the 13F portfolio, value $12,058,439.

    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 84,398 shares
    Change vs previous 13F -2,949 shares

    0.67% of the 13F portfolio, value $12,213,299.

    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 87,347 shares
    Change vs previous 13F +8,513 shares

    0.66% of the 13F portfolio, value $11,533,355.

    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 78,834 shares
    Change vs previous 13F +73,474 shares

    0.7% of the 13F portfolio, value $11,820,301.

    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 5,360 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $815,109.

    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).