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Sound Income Strategies, LLC: VNQ position timeline

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

Sound Income Strategies, LLC held 21,367 VNQ 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 21,367 shares
    Change vs previous 13F +698 shares

    0.09% of the 13F portfolio, value $1,909,100.

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

  2. period ended2026-06-30
    13F 20,669 shares
    Change vs previous 13F -487 shares

    0.09% of the 13F portfolio, value $1,993,077.

    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 21,156 shares
    Change vs previous 13F -615 shares

    0.09% of the 13F portfolio, value $1,883,271.

    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 21,771 shares
    Change vs previous 13F -953 shares

    0.1% of the 13F portfolio, value $2,016,428.

    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 22,724 shares
    Change vs previous 13F -3,114 shares

    0.11% of the 13F portfolio, value $2,028,529.

    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 25,838 shares
    Change vs previous 13F -1,258 shares

    0.13% of the 13F portfolio, value $2,301,108.

    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 27,096 shares
    Change vs previous 13F +667 shares

    0.14% of the 13F portfolio, value $2,453,228.

    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 26,429 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,354,252.

    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).