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Disclosery

Sound Income Strategies, LLC: UPS position timeline

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

Sound Income Strategies, LLC held 159,295 UPS 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 159,295 shares
    Change vs previous 13F +3,878 shares

    0.67% of the 13F portfolio, value $14,994,462.

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

  2. period ended2026-06-30
    13F 155,417 shares
    Change vs previous 13F +653 shares

    0.75% of the 13F portfolio, value $16,707,283.

    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 154,764 shares
    Change vs previous 13F -4,672 shares

    0.73% of the 13F portfolio, value $15,152,933.

    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 159,436 shares
    Change vs previous 13F -8,126 shares

    0.81% of the 13F portfolio, value $17,045,346.

    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 167,562 shares
    Change vs previous 13F +12,704 shares

    0.78% of the 13F portfolio, value $14,289,679.

    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 154,858 shares
    Change vs previous 13F +30,558 shares

    0.9% of the 13F portfolio, value $15,631,414.

    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 124,300 shares
    Change vs previous 13F +18,483 shares

    0.81% of the 13F portfolio, value $13,671,746.

    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 105,817 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $13,343,476.

    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).