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Sound Income Strategies, LLC: SMG position timeline

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

Sound Income Strategies, LLC held 229,810 SMG 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 229,810 shares
    Change vs previous 13F +6,338 shares

    0.52% of the 13F portfolio, value $11,589,336.

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

  2. period ended2026-06-30
    13F 223,472 shares
    Change vs previous 13F -299 shares

    0.68% of the 13F portfolio, value $15,220,692.

    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 223,771 shares
    Change vs previous 13F -7,195 shares

    0.66% of the 13F portfolio, value $13,652,286.

    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 230,966 shares
    Change vs previous 13F +73,455 shares

    0.7% of the 13F portfolio, value $14,691,726.

    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 157,511 shares
    Change vs previous 13F -4,855 shares

    0.5% of the 13F portfolio, value $9,099,392.

    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 162,366 shares
    Change vs previous 13F +162,292 shares

    0.61% of the 13F portfolio, value $10,709,633.

    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 74 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,062.

    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 74 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,909.

    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).