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Sound Income Strategies, LLC: SPG position timeline

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

Sound Income Strategies, LLC held 7,773 SPG 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 7,773 shares
    Change vs previous 13F -120,253 shares

    0.07% of the 13F portfolio, value $1,551,492.

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

  2. period ended2026-06-30
    13F 128,026 shares
    Change vs previous 13F +1,391 shares

    1.29% of the 13F portfolio, value $28,632,917.

    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 126,635 shares
    Change vs previous 13F -868 shares

    1.15% of the 13F portfolio, value $23,818,782.

    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 127,503 shares
    Change vs previous 13F +6,774 shares

    1.12% of the 13F portfolio, value $23,577,908.

    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 120,729 shares
    Change vs previous 13F +2,108 shares

    1.18% of the 13F portfolio, value $21,591,161.

    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 118,621 shares
    Change vs previous 13F +7,005 shares

    1.09% of the 13F portfolio, value $19,069,505.

    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 111,616 shares
    Change vs previous 13F +5,907 shares

    1.09% of the 13F portfolio, value $18,537,205.

    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 105,709 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $18,204,217.

    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).