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Sound Portfolio Advisors, LLC: DFAT position timeline

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

Sound Portfolio Advisors, LLC held 46,633 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,633 shares
    Change vs previous 13F -2,741 shares

    2.31% of the 13F portfolio, value $3,259,647.

    13F-HR 0001951757-26-001128 filed by Sound Portfolio Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 49,374 shares
    Change vs previous 13F -315 shares

    2.5% of the 13F portfolio, value $3,083,406.

    13F-HR 0001951757-26-000770 filed by Sound Portfolio Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 49,689 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $2,958,483.

    13F-HR 0001951757-26-000358 filed by Sound Portfolio Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).