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Sound Income Strategies, LLC: SON position timeline

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

Sound Income Strategies, LLC held 316,637 SON 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 316,637 shares
    Change vs previous 13F +7,095 shares

    0.68% of the 13F portfolio, value $15,325,233.

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

  2. period ended2026-06-30
    13F 309,542 shares
    Change vs previous 13F -2,235 shares

    0.78% of the 13F portfolio, value $17,442,717.

    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 311,777 shares
    Change vs previous 13F -18,472 shares

    0.83% of the 13F portfolio, value $17,200,746.

    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 330,249 shares
    Change vs previous 13F -14,043 shares

    0.76% of the 13F portfolio, value $16,086,414.

    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 344,292 shares
    Change vs previous 13F -10,896 shares

    0.76% of the 13F portfolio, value $13,919,732.

    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 355,188 shares
    Change vs previous 13F +21,622 shares

    0.89% of the 13F portfolio, value $15,472,000.

    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 333,566 shares
    Change vs previous 13F +54,837 shares

    0.93% of the 13F portfolio, value $15,757,679.

    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 278,729 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $13,615,903.

    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).