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Sound Income Strategies, LLC: PFLD position timeline

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

Sound Income Strategies, LLC held 210,507 PFLD 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 210,507 shares
    Change vs previous 13F -6,137 shares

    0.18% of the 13F portfolio, value $4,039,623.

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

  2. period ended2026-06-30
    13F 216,644 shares
    Change vs previous 13F -4,994 shares

    0.19% of the 13F portfolio, value $4,235,398.

    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 221,638 shares
    Change vs previous 13F -10,039 shares

    0.21% of the 13F portfolio, value $4,310,859.

    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 231,677 shares
    Change vs previous 13F -10,051 shares

    0.22% of the 13F portfolio, value $4,572,148.

    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 241,728 shares
    Change vs previous 13F -16,385 shares

    0.26% of the 13F portfolio, value $4,757,213.

    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 258,113 shares
    Change vs previous 13F -2,414 shares

    0.29% of the 13F portfolio, value $5,061,591.

    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 260,527 shares
    Change vs previous 13F +2,503 shares

    0.31% of the 13F portfolio, value $5,262,654.

    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 258,024 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $5,304,973.

    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).