Sound View Wealth Advisors Group, LLC: HUM 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 HUM, newest first. How the timeline and the estimate are built.
Sound View Wealth Advisors Group, LLC held 953 HUM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 953 sharesChange vs previous 13F +953 shares
0.02% of the 13F portfolio, value $378,551.
13F-HR 0001765380-26-000326 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -1,060 shares
13F-HR 0001784777-26-000002 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 1,060 sharesChange vs previous 13F +36 shares
0.02% of the 13F portfolio, value $271,500.
13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,024 sharesChange vs previous 13F -490 shares
0.02% of the 13F portfolio, value $266,415.
13F-HR 0001784777-25-000002 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,514 sharesChange vs previous 13F +360 shares
0.03% of the 13F portfolio, value $370,143.
13F-HR 0001765380-25-000306 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,154 sharesChange vs previous 13F +63 shares
0.03% of the 13F portfolio, value $305,348.
13F-HR 0001765380-25-000197 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,091 sharesChange vs previous 13F +115 shares
0.02% of the 13F portfolio, value $276,798.
13F-HR 0001765380-25-000062 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 976 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $309,138.
13F-HR 0001765380-24-000421 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).