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Sound View Wealth Advisors Group, LLC: DFAS position timeline

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

Sound View Wealth Advisors Group, LLC held 3,204 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,204 shares
    Change vs previous 13F +19 shares

    0.02% of the 13F portfolio, value $263,837.

    13F-HR 0001765380-26-000326 filed by Sound View Wealth Advisors Group, 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 3,185 shares
    Change vs previous 13F +54 shares

    0.02% of the 13F portfolio, value $226,549.

    13F-HR 0001784777-26-000002 filed by Sound View Wealth Advisors Group, 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 3,131 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $218,137.

    13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,127 shares
    Change vs previous 13F +3,127 shares

    0.01% of the 13F portfolio, value $214,074.

    13F-HR 0001784777-25-000002 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -3,112 shares

    13F-HR 0001765380-25-000197 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 3,112 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $202,529.

    13F-HR 0001765380-25-000062 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,112 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $201,844.

    13F-HR 0001765380-24-000421 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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