Skip to content
Disclosery

Sound Income Strategies, LLC: WHF position timeline

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

Sound Income Strategies, LLC held 60,380 WHF 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 60,380 shares
    Change vs previous 13F -10,614 shares

    0.02% of the 13F portfolio, value $424,469.

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

  2. period ended2026-06-30
    13F 70,994 shares
    Change vs previous 13F -1,817 shares

    0.02% of the 13F portfolio, value $475,662.

    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 72,811 shares
    Change vs previous 13F -4,111 shares

    0.03% of the 13F portfolio, value $517,690.

    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 76,922 shares
    Change vs previous 13F -781,054 shares

    0.03% of the 13F portfolio, value $532,297.

    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 857,976 shares
    Change vs previous 13F -84,090 shares

    0.31% of the 13F portfolio, value $5,731,280.

    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 942,066 shares
    Change vs previous 13F -71,308 shares

    0.47% of the 13F portfolio, value $8,214,819.

    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 1,013,374 shares
    Change vs previous 13F +48,078 shares

    0.58% of the 13F portfolio, value $9,779,057.

    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 965,296 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $9,344,069.

    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).