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Sound Income Strategies, LLC: XEMD position timeline

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

Sound Income Strategies, LLC held 8,325 XEMD 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 8,325 shares
    Change vs previous 13F -329,331 shares

    0.02% of the 13F portfolio, value $358,372.

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

  2. period ended2026-06-30
    13F 337,656 shares
    Change vs previous 13F +7,576 shares

    0.68% of the 13F portfolio, value $15,167,487.

    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 330,080 shares
    Change vs previous 13F +13,467 shares

    0.7% of the 13F portfolio, value $14,477,329.

    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 316,613 shares
    Change vs previous 13F +33,858 shares

    0.67% of the 13F portfolio, value $14,177,929.

    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 282,755 shares
    Change vs previous 13F +25,291 shares

    0.68% of the 13F portfolio, value $12,359,208.

    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 257,464 shares
    Change vs previous 13F +117,068 shares

    0.64% of the 13F portfolio, value $11,127,605.

    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 140,396 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,918,646.

    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).