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Sound Income Strategies, LLC: SPHY position timeline

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

Sound Income Strategies, LLC held 371,570 SPHY 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 371,570 shares
    Change vs previous 13F +1,663 shares

    0.37% of the 13F portfolio, value $8,375,181.

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

  2. period ended2026-06-30
    13F 369,907 shares
    Change vs previous 13F +68,339 shares

    0.39% of the 13F portfolio, value $8,670,616.

    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 301,568 shares
    Change vs previous 13F +57,606 shares

    0.34% of the 13F portfolio, value $7,008,448.

    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 243,962 shares
    Change vs previous 13F +81,990 shares

    0.27% of the 13F portfolio, value $5,808,725.

    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 161,972 shares
    Change vs previous 13F +62,409 shares

    0.21% of the 13F portfolio, value $3,835,497.

    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 99,563 shares
    Change vs previous 13F +74,567 shares

    0.14% of the 13F portfolio, value $2,369,596.

    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 24,996 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $585,406.

    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).