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

Sound View Wealth Advisors Group, LLC held 218,106 DNP 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 218,106 shares
    Change vs previous 13F +1,541 shares

    0.15% of the 13F portfolio, value $2,353,359.

    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 216,565 shares
    Change vs previous 13F +454 shares

    0.15% of the 13F portfolio, value $2,230,624.

    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 216,111 shares
    Change vs previous 13F -6,110 shares

    0.14% of the 13F portfolio, value $2,158,946.

    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 222,221 shares
    Change vs previous 13F +392 shares

    0.15% of the 13F portfolio, value $2,224,428.

    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 221,829 shares
    Change vs previous 13F -8,630 shares

    0.16% of the 13F portfolio, value $2,171,705.

    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 230,459 shares
    Change vs previous 13F -35,757 shares

    0.19% of the 13F portfolio, value $2,279,236.

    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 266,216 shares
    Change vs previous 13F -2,846 shares

    0.19% of the 13F portfolio, value $2,348,023.

    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 269,062 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,701,378.

    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).