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Sound Income Strategies, LLC: PGX position timeline

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

Sound Income Strategies, LLC held 439,978 PGX 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 439,978 shares
    Change vs previous 13F -3,476 shares

    0.2% of the 13F portfolio, value $4,412,980.

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

  2. period ended2026-06-30
    13F 443,454 shares
    Change vs previous 13F -8,033 shares

    0.22% of the 13F portfolio, value $4,807,046.

    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 451,487 shares
    Change vs previous 13F -11,842 shares

    0.24% of the 13F portfolio, value $4,952,812.

    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 463,329 shares
    Change vs previous 13F +32,385 shares

    0.25% of the 13F portfolio, value $5,295,852.

    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 430,944 shares
    Change vs previous 13F -30,923 shares

    0.27% of the 13F portfolio, value $4,990,336.

    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 461,867 shares
    Change vs previous 13F -4,754 shares

    0.29% of the 13F portfolio, value $5,140,577.

    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 466,621 shares
    Change vs previous 13F +13,862 shares

    0.31% of the 13F portfolio, value $5,235,486.

    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 452,759 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,220,316.

    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).