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Sound Income Strategies, LLC: USMV position timeline

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

Sound Income Strategies, LLC held 5,387 USMV 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 5,387 shares
    Change vs previous 13F +8 shares

    0.02% of the 13F portfolio, value $538,790.

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

  2. period ended2026-06-30
    13F 5,379 shares
    Change vs previous 13F +2,837 shares

    0.02% of the 13F portfolio, value $518,886.

    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 2,542 shares
    Change vs previous 13F -387 shares

    0.01% of the 13F portfolio, value $235,521.

    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 2,929 shares
    Change vs previous 13F -195 shares

    0.01% of the 13F portfolio, value $276,561.

    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 3,124 shares
    Change vs previous 13F -1,912 shares

    0.02% of the 13F portfolio, value $296,437.

    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 5,036 shares
    Change vs previous 13F -11 shares

    0.03% of the 13F portfolio, value $472,690.

    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 5,047 shares
    Change vs previous 13F +4,684 shares

    0.03% of the 13F portfolio, value $472,658.

    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 363 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $32,242.

    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).