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Disclosery

Sound Income Strategies, LLC: PFS position timeline

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

Sound Income Strategies, LLC held 582,875 PFS 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 582,875 shares
    Change vs previous 13F +12,968 shares

    0.58% of the 13F portfolio, value $12,951,490.

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

  2. period ended2026-06-30
    13F 569,907 shares
    Change vs previous 13F -5,302 shares

    0.6% of the 13F portfolio, value $13,472,599.

    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 575,209 shares
    Change vs previous 13F -19,641 shares

    0.59% of the 13F portfolio, value $12,240,452.

    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 594,850 shares
    Change vs previous 13F -42,942 shares

    0.57% of the 13F portfolio, value $11,986,236.

    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 637,792 shares
    Change vs previous 13F +93,105 shares

    0.67% of the 13F portfolio, value $12,264,741.

    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 544,687 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $9,548,363.

    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).