Sound Income Strategies, LLC: XLP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sound Income Strategies, LLC on XLP, newest first. How the timeline and the estimate are built.
Sound Income Strategies, LLC held 2,989 XLP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 2,989 sharesChange vs previous 13F +60 shares
0.01% of the 13F portfolio, value $249,313.
13F-HR 0001085146-26-000864 filed by Sound Income Strategies, LLC
Accepted , ingested - period ended2026-06-3013F 2,929 sharesChange vs previous 13F -111 shares
0.01% of the 13F portfolio, value $243,298.
13F-HR 0001730960-26-000001 filed by Sound Income Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,040 sharesChange vs previous 13F -43 shares
0.01% of the 13F portfolio, value $247,600.
13F-HR 0001104659-26-049113 filed by Sound Income Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,083 sharesChange vs previous 13F +782 shares
0.01% of the 13F portfolio, value $253,107.
13F-HR 0001104659-26-005260 filed by Sound Income Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,301 sharesChange vs previous 13F -403 shares
0.01% of the 13F portfolio, value $179,606.
13F-HR 0001104659-25-098692 filed by Sound Income Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,704 sharesChange vs previous 13F -11,372 shares
0.01% of the 13F portfolio, value $218,962.
13F-HR 0001104659-25-068609 filed by Sound Income Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,076 sharesChange vs previous 13F +12,729 shares
0.07% of the 13F portfolio, value $1,149,627.
13F-HR 0001104659-25-035760 filed by Sound Income Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,347 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $105,888.
13F-HR 0001104659-25-004762 filed by Sound Income Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).