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Sound Income Strategies, LLC: SPY position timeline

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

Sound Income Strategies, LLC held 6,477 SPY 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 6,477 shares
    Change vs previous 13F +1,022 shares

    0.22% of the 13F portfolio, value $5,012,729.

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

  2. period ended2026-06-30
    13F 5,455 shares
    Change vs previous 13F +42 shares

    0.18% of the 13F portfolio, value $4,073,347.

    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 5,413 shares
    Change vs previous 13F +91 shares

    0.17% of the 13F portfolio, value $3,546,941.

    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 5,322 shares
    Change vs previous 13F -1,937 shares

    0.17% of the 13F portfolio, value $3,681,263.

    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 7,259 shares
    Change vs previous 13F +2,387 shares

    0.27% of the 13F portfolio, value $4,871,852.

    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 4,872 shares
    Change vs previous 13F -1,461 shares

    0.17% of the 13F portfolio, value $3,010,468.

    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 6,333 shares
    Change vs previous 13F +4,230 shares

    0.21% of the 13F portfolio, value $3,542,737.

    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 2,103 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,232,737.

    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).