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Sound Income Strategies, LLC: XSMO position timeline

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

Sound Income Strategies, LLC held 191,886 XSMO 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 191,886 shares
    Change vs previous 13F +16,641 shares

    0.7% of the 13F portfolio, value $15,598,436.

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

  2. period ended2026-06-30
    13F 175,245 shares
    Change vs previous 13F +22,823 shares

    0.74% of the 13F portfolio, value $16,408,155.

    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 152,422 shares
    Change vs previous 13F +24,757 shares

    0.57% of the 13F portfolio, value $11,730,391.

    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 127,665 shares
    Change vs previous 13F +52,897 shares

    0.47% of the 13F portfolio, value $9,878,749.

    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 74,768 shares
    Change vs previous 13F +32,851 shares

    0.3% of the 13F portfolio, value $5,425,929.

    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 41,917 shares
    Change vs previous 13F +27,526 shares

    0.16% of the 13F portfolio, value $2,851,190.

    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 14,391 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $903,049.

    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).