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Sound Income Strategies, LLC: SHYG position timeline

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

Sound Income Strategies, LLC held 760,280 SHYG 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 760,280 shares
    Change vs previous 13F -257,350 shares

    1.4% of the 13F portfolio, value $31,315,947.

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

  2. period ended2026-06-30
    13F 1,017,630 shares
    Change vs previous 13F +2,575 shares

    1.94% of the 13F portfolio, value $43,157,687.

    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 1,015,055 shares
    Change vs previous 13F -20,675 shares

    2.06% of the 13F portfolio, value $42,754,113.

    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 1,035,730 shares
    Change vs previous 13F +34,667 shares

    2.11% of the 13F portfolio, value $44,588,182.

    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 1,001,063 shares
    Change vs previous 13F -19,151 shares

    2.34% of the 13F portfolio, value $42,905,546.

    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 1,020,214 shares
    Change vs previous 13F -4,298 shares

    2.52% of the 13F portfolio, value $44,012,016.

    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 1,024,512 shares
    Change vs previous 13F +12,776 shares

    2.57% of the 13F portfolio, value $43,562,260.

    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 1,011,736 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $43,110,079.

    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).