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Sound Income Strategies, LLC: PFXF position timeline

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

Sound Income Strategies, LLC held 237,168 PFXF 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 237,168 shares
    Change vs previous 13F -6,730 shares

    0.19% of the 13F portfolio, value $4,167,050.

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

  2. period ended2026-06-30
    13F 243,898 shares
    Change vs previous 13F -7,364 shares

    0.2% of the 13F portfolio, value $4,351,143.

    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 251,262 shares
    Change vs previous 13F -14,028 shares

    0.21% of the 13F portfolio, value $4,415,927.

    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 265,290 shares
    Change vs previous 13F -15,793 shares

    0.23% of the 13F portfolio, value $4,844,199.

    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 281,083 shares
    Change vs previous 13F -22,020 shares

    0.27% of the 13F portfolio, value $5,031,389.

    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 303,103 shares
    Change vs previous 13F -8,151 shares

    0.3% of the 13F portfolio, value $5,189,124.

    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 311,254 shares
    Change vs previous 13F +7,999 shares

    0.31% of the 13F portfolio, value $5,216,623.

    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 303,255 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,231,146.

    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).