Skip to content
Disclosery

Sound View Wealth Advisors Group, LLC: DIA 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 DIA, newest first. How the timeline and the estimate are built.

Sound View Wealth Advisors Group, LLC held 24,956 DIA 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 24,956 shares
    Change vs previous 13F +205 shares

    0.81% of the 13F portfolio, value $13,036,969.

    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 24,751 shares
    Change vs previous 13F -227 shares

    0.78% of the 13F portfolio, value $11,464,323.

    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 24,978 shares
    Change vs previous 13F +265 shares

    0.81% of the 13F portfolio, value $12,003,490.

    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 24,713 shares
    Change vs previous 13F -519 shares

    0.79% of the 13F portfolio, value $11,460,570.

    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 ended2025-06-30
    13F 25,232 shares
    Change vs previous 13F +188 shares

    0.82% of the 13F portfolio, value $11,118,293.

    13F-HR 0001765380-25-000306 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).

  6. period ended2025-03-31
    13F 25,044 shares
    Change vs previous 13F -16 shares

    0.86% of the 13F portfolio, value $10,515,462.

    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).

  7. period ended2024-12-31
    13F 25,060 shares
    Change vs previous 13F +225 shares

    0.86% of the 13F portfolio, value $10,663,081.

    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).

  8. period ended2024-09-30
    13F 24,835 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $10,508,030.

    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).