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Sound Income Strategies, LLC: PTF position timeline

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

Sound Income Strategies, LLC held 4,729 PTF 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 4,729 shares
    Change vs previous 13F -191 shares

    0.02% of the 13F portfolio, value $524,683.

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

  2. period ended2026-06-30
    13F 4,920 shares
    Change vs previous 13F -38 shares

    0.03% of the 13F portfolio, value $670,645.

    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 4,958 shares
    Change vs previous 13F -30 shares

    0.02% of the 13F portfolio, value $443,344.

    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 4,988 shares
    Change vs previous 13F +4,603 shares

    0.02% of the 13F portfolio, value $416,549.

    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 385 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $31,143.

    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 385 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $26,292.

    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 385 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $22,700.

    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 385 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,936.

    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).