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Sound Income Strategies, LLC: PFE position timeline

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

Sound Income Strategies, LLC held 819,569 PFE 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 819,569 shares
    Change vs previous 13F +13,837 shares

    1.02% of the 13F portfolio, value $22,800,409.

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

  2. period ended2026-06-30
    13F 805,732 shares
    Change vs previous 13F +8,780 shares

    0.87% of the 13F portfolio, value $19,402,031.

    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 796,952 shares
    Change vs previous 13F -12,691 shares

    1.1% of the 13F portfolio, value $22,752,975.

    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 809,643 shares
    Change vs previous 13F -8,421 shares

    0.98% of the 13F portfolio, value $20,767,351.

    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 818,064 shares
    Change vs previous 13F -20,005 shares

    1.13% of the 13F portfolio, value $20,647,927.

    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 838,069 shares
    Change vs previous 13F +47,116 shares

    1.16% of the 13F portfolio, value $20,314,781.

    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 790,953 shares
    Change vs previous 13F +26,131 shares

    1.18% of the 13F portfolio, value $20,042,753.

    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 764,822 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $20,290,736.

    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).