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Sound Income Strategies, LLC: XAWFX position timeline

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

Sound Income Strategies, LLC held 32,223 XAWFX 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 32,223 shares
    Change vs previous 13F -1,107 shares

    0.01% of the 13F portfolio, value $306,437.

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

  2. period ended2026-06-30
    13F 33,330 shares
    Change vs previous 13F -5,265 shares

    0.02% of the 13F portfolio, value $343,294.

    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 38,595 shares
    Change vs previous 13F -10,496 shares

    0.02% of the 13F portfolio, value $391,735.

    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 49,091 shares
    Change vs previous 13F +560 shares

    0.02% of the 13F portfolio, value $516,924.

    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 48,531 shares
    Change vs previous 13F +1,050 shares

    0.03% of the 13F portfolio, value $535,777.

    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 47,481 shares
    Change vs previous 13F -4,114 shares

    0.03% of the 13F portfolio, value $523,711.

    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 51,595 shares
    Change vs previous 13F +76 shares

    0.03% of the 13F portfolio, value $553,613.

    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 51,519 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $552,803.

    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).