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Sound Income Strategies, LLC: VTRS position timeline

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

Sound Income Strategies, LLC held 659,514 VTRS 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 659,514 shares
    Change vs previous 13F +14,542 shares

    0.51% of the 13F portfolio, value $11,501,923.

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

  2. period ended2026-06-30
    13F 644,972 shares
    Change vs previous 13F -2,307 shares

    0.46% of the 13F portfolio, value $10,242,156.

    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 647,279 shares
    Change vs previous 13F +24,153 shares

    0.43% of the 13F portfolio, value $8,822,414.

    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 623,126 shares
    Change vs previous 13F +200,247 shares

    0.38% of the 13F portfolio, value $8,013,399.

    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 422,879 shares
    Change vs previous 13F +11,291 shares

    0.23% of the 13F portfolio, value $4,224,562.

    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 411,588 shares
    Change vs previous 13F +23,040 shares

    0.21% of the 13F portfolio, value $3,675,482.

    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 388,548 shares
    Change vs previous 13F +174,140 shares

    0.2% of the 13F portfolio, value $3,384,253.

    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 214,408 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,669,386.

    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).