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

Sound View Wealth Advisors Group, LLC held 2,150,618 IBDS 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 2,150,618 shares
    Change vs previous 13F +101,644 shares

    3.23% of the 13F portfolio, value $52,087,966.

    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 2,048,974 shares
    Change vs previous 13F +66,283 shares

    3.38% of the 13F portfolio, value $49,667,137.

    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 1,982,691 shares
    Change vs previous 13F +522,395 shares

    3.23% of the 13F portfolio, value $48,139,742.

    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 1,460,296 shares
    Change vs previous 13F +140,686 shares

    2.44% of the 13F portfolio, value $35,543,616.

    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 1,319,610 shares
    Change vs previous 13F +159,773 shares

    2.37% of the 13F portfolio, value $32,026,925.

    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 1,159,837 shares
    Change vs previous 13F +116,418 shares

    2.3% of the 13F portfolio, value $28,044,847.

    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 1,043,419 shares
    Change vs previous 13F +81,603 shares

    2.01% of the 13F portfolio, value $25,000,317.

    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 961,816 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $23,439,456.

    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).