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Sound Income Strategies, LLC: WMT position timeline

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

Sound Income Strategies, LLC held 22,151 WMT 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 22,151 shares
    Change vs previous 13F +880 shares

    0.11% of the 13F portfolio, value $2,449,052.

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

  2. period ended2026-06-30
    13F 21,271 shares
    Change vs previous 13F -309 shares

    0.11% of the 13F portfolio, value $2,409,138.

    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 21,580 shares
    Change vs previous 13F -2,649 shares

    0.13% of the 13F portfolio, value $2,691,945.

    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 24,229 shares
    Change vs previous 13F -159 shares

    0.14% of the 13F portfolio, value $2,900,265.

    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 24,388 shares
    Change vs previous 13F -4,620 shares

    0.14% of the 13F portfolio, value $2,482,013.

    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 29,008 shares
    Change vs previous 13F +6,457 shares

    0.16% of the 13F portfolio, value $2,836,448.

    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 22,551 shares
    Change vs previous 13F -1,141 shares

    0.12% of the 13F portfolio, value $1,979,747.

    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 23,692 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,140,605.

    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).