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Sound Income Strategies, LLC: SRE position timeline

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

Sound Income Strategies, LLC held 14,469 SRE 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 14,469 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,158,638.

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

  2. period ended2026-06-30
    13F 14,469 shares
    Change vs previous 13F -96 shares

    0.06% of the 13F portfolio, value $1,341,432.

    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 14,565 shares
    Change vs previous 13F +30 shares

    0.07% of the 13F portfolio, value $1,418,753.

    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 14,535 shares
    Change vs previous 13F -19 shares

    0.06% of the 13F portfolio, value $1,345,191.

    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 14,554 shares
    Change vs previous 13F -191 shares

    0.07% of the 13F portfolio, value $1,333,729.

    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 14,745 shares
    Change vs previous 13F +856 shares

    0.06% of the 13F portfolio, value $1,117,229.

    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 13,889 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $991,119.

    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 13,889 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,218,343.

    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).