Sound Income Strategies, LLC: SW position timeline

Sound Income Strategies, LLC held 135,584 SW 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 135,584 shares

   Change vs previous 13F +423 shares

   0.25% of the 13F portfolio, value $5,619,976.

   13F-HR 0001085146-26-000864 filed by Sound Income Strategies, LLC
   Accepted 2026-10-09 20:53:34 UTC, ingested 2026-10-09 20:54:06 UTC

2. period ended2026-06-30

   13F 135,161 shares

   Change vs previous 13F +1,346 shares

   0.28% of the 13F portfolio, value $6,252,543.

   13F-HR 0001730960-26-000001 filed by Sound Income Strategies, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 133,815 shares

   Change vs previous 13F +5,990 shares

   0.26% of the 13F portfolio, value $5,369,983.

   13F-HR 0001104659-26-049113 filed by Sound Income Strategies, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 127,825 shares

   Change vs previous 13F +127,665 shares

   0.26% of the 13F portfolio, value $5,459,420.

   13F-HR 0001104659-26-005260 filed by Sound Income Strategies, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 160 shares

   Change vs previous 13F +98 shares

   <0.01% of the 13F portfolio, value $6,862.

   13F-HR 0001104659-25-098692 filed by Sound Income Strategies, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 62 shares

   Change vs previous 13F -24 shares

   <0.01% of the 13F portfolio, value $2,675.

   13F-HR 0001104659-25-068609 filed by Sound Income Strategies, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 86 shares

   Change vs previous 13F +1 shares

   <0.01% of the 13F portfolio, value $3,855.

   13F-HR 0001104659-25-035760 filed by Sound Income Strategies, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 85 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $4,596.

   13F-HR 0001104659-25-004762 filed by Sound Income Strategies, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).