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Sound Income Strategies, LLC: PINE position timeline

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

Sound Income Strategies, LLC held 1,184,498 PINE 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 1,184,498 shares
    Change vs previous 13F -51,096 shares

    0.94% of the 13F portfolio, value $21,178,816.

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

  2. period ended2026-06-30
    13F 1,235,594 shares
    Change vs previous 13F +25,836 shares

    1.15% of the 13F portfolio, value $25,650,926.

    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 1,209,758 shares
    Change vs previous 13F -6,736 shares

    1.06% of the 13F portfolio, value $21,945,017.

    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 1,216,494 shares
    Change vs previous 13F +90,320 shares

    1.01% of the 13F portfolio, value $21,349,469.

    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 1,126,174 shares
    Change vs previous 13F +79,119 shares

    0.82% of the 13F portfolio, value $15,000,636.

    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 1,047,055 shares
    Change vs previous 13F +96,519 shares

    0.88% of the 13F portfolio, value $15,402,181.

    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 950,536 shares
    Change vs previous 13F +83,620 shares

    0.94% of the 13F portfolio, value $15,892,955.

    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 866,916 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $14,555,521.

    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).