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Sound Income Strategies, LLC: VOT position timeline

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

Sound Income Strategies, LLC held 2,906 VOT 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 2,906 shares
    Change vs previous 13F -44,098 shares

    0.04% of the 13F portfolio, value $865,464.

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

  2. period ended2026-06-30
    13F 47,004 shares
    Change vs previous 13F +7,245 shares

    0.65% of the 13F portfolio, value $14,397,195.

    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 39,759 shares
    Change vs previous 13F +7,386 shares

    0.5% of the 13F portfolio, value $10,359,143.

    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 32,373 shares
    Change vs previous 13F +13,623 shares

    0.44% of the 13F portfolio, value $9,237,673.

    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 18,750 shares
    Change vs previous 13F +8,211 shares

    0.3% of the 13F portfolio, value $5,544,661.

    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 10,539 shares
    Change vs previous 13F +6,777 shares

    0.17% of the 13F portfolio, value $2,997,229.

    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 3,762 shares
    Change vs previous 13F +3,596 shares

    0.05% of the 13F portfolio, value $920,217.

    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 166 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $42,237.

    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).