Sound Income Strategies, LLC: VTWG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sound Income Strategies, LLC on VTWG, newest first. How the timeline and the estimate are built.
Sound Income Strategies, LLC held 2,339 VTWG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 2,339 sharesChange vs previous 13F -51,878 shares
0.03% of the 13F portfolio, value $603,822.
13F-HR 0001085146-26-000864 filed by Sound Income Strategies, LLC
Accepted , ingested - period ended2026-06-3013F 54,217 sharesChange vs previous 13F +7,637 shares
0.7% of the 13F portfolio, value $15,597,029.
13F-HR 0001730960-26-000001 filed by Sound Income Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 46,580 sharesChange vs previous 13F +8,219 shares
0.52% of the 13F portfolio, value $10,749,957.
13F-HR 0001104659-26-049113 filed by Sound Income Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 38,361 sharesChange vs previous 13F +14,612 shares
0.46% of the 13F portfolio, value $9,790,118.
13F-HR 0001104659-26-005260 filed by Sound Income Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 23,749 sharesChange vs previous 13F +10,498 shares
0.31% of the 13F portfolio, value $5,668,486.
13F-HR 0001104659-25-098692 filed by Sound Income Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,251 sharesChange vs previous 13F +8,706 shares
0.16% of the 13F portfolio, value $2,762,521.
13F-HR 0001104659-25-068609 filed by Sound Income Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,545 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $846,965.
13F-HR 0001104659-25-035760 filed by Sound Income Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).