Sound Income Strategies, LLC: SMA position timeline

Sound Income Strategies, LLC held 0 SMA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -3,868 shares

   13F-HR 0001730960-26-000001 filed by Sound Income Strategies, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 3,868 shares

   Change vs previous 13F -19,426 shares

   0.01% of the 13F portfolio, value $117,706.

   13F-HR 0001104659-26-049113 filed by Sound Income Strategies, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 23,294 shares

   Change vs previous 13F -6,115 shares

   0.04% of the 13F portfolio, value $783,610.

   13F-HR 0001104659-26-005260 filed by Sound Income Strategies, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 29,409 shares

   Change vs previous 13F +27,241 shares

   0.06% of the 13F portfolio, value $1,040,785.

   13F-HR 0001104659-25-098692 filed by Sound Income Strategies, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,168 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $78,547.

   13F-HR 0001104659-25-068609 filed by Sound Income Strategies, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).