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Sound Income Strategies, LLC: PM position timeline

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

Sound Income Strategies, LLC held 2,033 PM 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 2,033 shares
    Change vs previous 13F -955 shares

    0.02% of the 13F portfolio, value $407,638.

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

  2. period ended2026-06-30
    13F 2,988 shares
    Change vs previous 13F +186 shares

    0.02% of the 13F portfolio, value $540,538.

    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 2,802 shares
    Change vs previous 13F -188 shares

    0.02% of the 13F portfolio, value $440,781.

    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 2,990 shares
    Change vs previous 13F +335 shares

    0.02% of the 13F portfolio, value $519,060.

    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 2,655 shares
    Change vs previous 13F -180 shares

    0.02% of the 13F portfolio, value $416,464.

    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 2,835 shares
    Change vs previous 13F -891 shares

    0.03% of the 13F portfolio, value $516,372.

    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 3,726 shares
    Change vs previous 13F +2,125 shares

    0.03% of the 13F portfolio, value $591,363.

    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 1,601 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $192,701.

    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).