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Sound Income Strategies, LLC: QYLD position timeline

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

Sound Income Strategies, LLC held 1,004,667 QYLD 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 1,004,667 shares
    Change vs previous 13F -41,824 shares

    0.84% of the 13F portfolio, value $18,747,086.

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

  2. period ended2026-06-30
    13F 1,046,491 shares
    Change vs previous 13F +25,900 shares

    0.87% of the 13F portfolio, value $19,286,820.

    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 1,020,591 shares
    Change vs previous 13F -132,059 shares

    0.85% of the 13F portfolio, value $17,605,202.

    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 1,152,650 shares
    Change vs previous 13F -61,348 shares

    0.98% of the 13F portfolio, value $20,609,374.

    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 1,213,998 shares
    Change vs previous 13F +35,924 shares

    1.14% of the 13F portfolio, value $20,820,070.

    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 1,178,074 shares
    Change vs previous 13F +64,477 shares

    1.13% of the 13F portfolio, value $19,697,405.

    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 1,113,597 shares
    Change vs previous 13F +87,337 shares

    1.09% of the 13F portfolio, value $18,519,120.

    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 1,026,260 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $18,698,455.

    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).