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Sound Income Strategies, LLC: XMMO position timeline

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

Sound Income Strategies, LLC held 103,673 XMMO 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 103,673 shares
    Change vs previous 13F +11,043 shares

    0.68% of the 13F portfolio, value $15,279,268.

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

  2. period ended2026-06-30
    13F 92,630 shares
    Change vs previous 13F +12,375 shares

    0.71% of the 13F portfolio, value $15,760,153.

    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 80,255 shares
    Change vs previous 13F +13,339 shares

    0.57% of the 13F portfolio, value $11,853,680.

    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 66,916 shares
    Change vs previous 13F +27,024 shares

    0.45% of the 13F portfolio, value $9,579,672.

    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 39,892 shares
    Change vs previous 13F +17,588 shares

    0.3% of the 13F portfolio, value $5,429,717.

    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 22,304 shares
    Change vs previous 13F +14,410 shares

    0.16% of the 13F portfolio, value $2,869,001.

    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 7,894 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $898,015.

    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).