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

Sound View Wealth Advisors Group, LLC held 1,895,010 IBDU 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 1,895,010 shares
    Change vs previous 13F +128,660 shares

    2.72% of the 13F portfolio, value $43,888,440.

    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 1,766,350 shares
    Change vs previous 13F +152,902 shares

    2.79% of the 13F portfolio, value $41,085,297.

    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 1,613,448 shares
    Change vs previous 13F +575,487 shares

    2.53% of the 13F portfolio, value $37,762,756.

    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 1,037,961 shares
    Change vs previous 13F +93,411 shares

    1.67% of the 13F portfolio, value $24,360,934.

    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 944,550 shares
    Change vs previous 13F +127,321 shares

    1.63% of the 13F portfolio, value $22,036,344.

    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 817,229 shares
    Change vs previous 13F +100,271 shares

    1.55% of the 13F portfolio, value $18,902,498.

    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 716,958 shares
    Change vs previous 13F +40,521 shares

    1.32% of the 13F portfolio, value $16,346,633.

    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 676,437 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $15,903,043.

    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).