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Sound Income Strategies, LLC: XLG position timeline

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

Sound Income Strategies, LLC held 29,906 XLG 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 29,906 shares
    Change vs previous 13F -3,927 shares

    0.09% of the 13F portfolio, value $1,928,648.

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

  2. period ended2026-06-30
    13F 33,833 shares
    Change vs previous 13F -508 shares

    0.09% of the 13F portfolio, value $2,071,622.

    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 34,341 shares
    Change vs previous 13F -1,412 shares

    0.09% of the 13F portfolio, value $1,886,376.

    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 35,753 shares
    Change vs previous 13F +34,915 shares

    0.1% of the 13F portfolio, value $2,104,092.

    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 838 shares
    Change vs previous 13F -650 shares

    <0.01% of the 13F portfolio, value $48,817.

    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 1,488 shares
    Change vs previous 13F -102 shares

    <0.01% of the 13F portfolio, value $77,501.

    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 1,590 shares
    Change vs previous 13F +1,357 shares

    <0.01% of the 13F portfolio, value $73,162.

    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 233 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,641.

    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).