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Sound Income Strategies, LLC: SWK position timeline

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

Sound Income Strategies, LLC held 125,298 SWK 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 125,298 shares
    Change vs previous 13F +1,104 shares

    0.5% of the 13F portfolio, value $11,172,842.

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

  2. period ended2026-06-30
    13F 124,194 shares
    Change vs previous 13F +940 shares

    0.52% of the 13F portfolio, value $11,689,122.

    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 123,254 shares
    Change vs previous 13F +3,916 shares

    0.42% of the 13F portfolio, value $8,772,003.

    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 119,338 shares
    Change vs previous 13F +118,438 shares

    0.48% of the 13F portfolio, value $10,097,188.

    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 900 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $62,748.

    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 900 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $60,975.

    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 900 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $69,192.

    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 900 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $72,261.

    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).