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

Sound View Wealth Advisors Group, LLC held 1,472,485 IBDR 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 1,472,485 shares
    Change vs previous 13F -508,772 shares

    2.21% of the 13F portfolio, value $35,678,317.

    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 1,981,257 shares
    Change vs previous 13F -32,045 shares

    3.27% of the 13F portfolio, value $48,025,671.

    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 2,013,302 shares
    Change vs previous 13F +210,605 shares

    3.27% of the 13F portfolio, value $48,782,303.

    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 1,802,697 shares
    Change vs previous 13F +91,888 shares

    3.01% of the 13F portfolio, value $43,805,540.

    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 1,710,809 shares
    Change vs previous 13F +301,106 shares

    3.07% of the 13F portfolio, value $41,487,123.

    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 1,409,703 shares
    Change vs previous 13F +102,347 shares

    2.8% of the 13F portfolio, value $34,128,914.

    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 1,307,356 shares
    Change vs previous 13F +109,202 shares

    2.53% of the 13F portfolio, value $31,468,065.

    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 1,198,154 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $29,115,154.

    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).