Sound Income Strategies, LLC: PFG position timeline

Sound Income Strategies, LLC held 220,590 PFG 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 220,590 shares

   Change vs previous 13F -2,079 shares

   1.08% of the 13F portfolio, value $24,214,191.

   13F-HR 0001085146-26-000864 filed by Sound Income Strategies, LLC
   Accepted 2026-10-09 20:53:34 UTC, ingested 2026-10-09 20:54:06 UTC

2. period ended2026-06-30

   13F 222,669 shares

   Change vs previous 13F -21,265 shares

   1.08% of the 13F portfolio, value $23,999,211.

   13F-HR 0001730960-26-000001 filed by Sound Income Strategies, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 243,934 shares

   Change vs previous 13F -158 shares

   1.06% of the 13F portfolio, value $21,973,578.

   13F-HR 0001104659-26-049113 filed by Sound Income Strategies, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 244,092 shares

   Change vs previous 13F -1,976 shares

   1.02% of the 13F portfolio, value $21,597,246.

   13F-HR 0001104659-26-005260 filed by Sound Income Strategies, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 246,068 shares

   Change vs previous 13F -2,790 shares

   1.11% of the 13F portfolio, value $20,347,384.

   13F-HR 0001104659-25-098692 filed by Sound Income Strategies, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 248,858 shares

   Change vs previous 13F +12,241 shares

   1.13% of the 13F portfolio, value $19,766,810.

   13F-HR 0001104659-25-068609 filed by Sound Income Strategies, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 236,617 shares

   Change vs previous 13F +7,940 shares

   1.18% of the 13F portfolio, value $19,963,337.

   13F-HR 0001104659-25-035760 filed by Sound Income Strategies, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 228,677 shares

   Change vs previous 13F not available

   1.09% of the 13F portfolio, value $17,701,893.

   13F-HR 0001104659-25-004762 filed by Sound Income Strategies, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).