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

Sound View Wealth Advisors Group, LLC held 1,880,024 IBDV 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 1,880,024 shares
    Change vs previous 13F +133,680 shares

    2.54% of the 13F portfolio, value $40,984,526.

    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 1,746,344 shares
    Change vs previous 13F +267,629 shares

    2.6% of the 13F portfolio, value $38,227,475.

    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 1,478,715 shares
    Change vs previous 13F +491,085 shares

    2.19% of the 13F portfolio, value $32,635,234.

    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 987,630 shares
    Change vs previous 13F +95,190 shares

    1.5% of the 13F portfolio, value $21,875,995.

    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 892,440 shares
    Change vs previous 13F +134,842 shares

    1.45% of the 13F portfolio, value $19,615,832.

    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 757,598 shares
    Change vs previous 13F +70,059 shares

    1.35% of the 13F portfolio, value $16,455,026.

    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 687,539 shares
    Change vs previous 13F +41,154 shares

    1.18% of the 13F portfolio, value $14,685,824.

    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 646,385 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $14,330,354.

    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).