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Sound Income Strategies, LLC: VLO position timeline

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

Sound Income Strategies, LLC held 36,781 VLO 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 36,781 shares
    Change vs previous 13F -7,157 shares

    0.73% of the 13F portfolio, value $16,323,329.

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

  2. period ended2026-06-30
    13F 43,938 shares
    Change vs previous 13F -416 shares

    0.51% of the 13F portfolio, value $11,443,230.

    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 44,354 shares
    Change vs previous 13F -224 shares

    0.52% of the 13F portfolio, value $10,709,828.

    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 44,578 shares
    Change vs previous 13F -41,943 shares

    0.39% of the 13F portfolio, value $8,178,252.

    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 86,521 shares
    Change vs previous 13F -258 shares

    0.77% of the 13F portfolio, value $14,017,347.

    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 86,779 shares
    Change vs previous 13F -11,095 shares

    0.67% of the 13F portfolio, value $11,664,814.

    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 97,874 shares
    Change vs previous 13F +2,982 shares

    0.76% of the 13F portfolio, value $12,926,264.

    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 94,892 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $11,632,864.

    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).