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

Sound View Wealth Advisors Group, LLC held 1,666,571 IBDT 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 1,666,571 shares
    Change vs previous 13F +103,999 shares

    2.61% of the 13F portfolio, value $42,080,924.

    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 1,562,572 shares
    Change vs previous 13F +116,564 shares

    2.69% of the 13F portfolio, value $39,579,956.

    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 1,446,008 shares
    Change vs previous 13F +240,759 shares

    2.47% of the 13F portfolio, value $36,808,139.

    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 1,205,249 shares
    Change vs previous 13F +104,623 shares

    2.11% of the 13F portfolio, value $30,757,942.

    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 1,100,626 shares
    Change vs previous 13F +148,478 shares

    2.07% of the 13F portfolio, value $27,977,908.

    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 952,148 shares
    Change vs previous 13F +89,021 shares

    1.97% of the 13F portfolio, value $24,051,260.

    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 863,127 shares
    Change vs previous 13F +56,379 shares

    1.73% of the 13F portfolio, value $21,491,859.

    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 806,748 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $20,596,282.

    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).