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

Sound View Wealth Advisors Group, LLC held 1,323,935 IBDW 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 1,323,935 shares
    Change vs previous 13F +141,091 shares

    1.71% of the 13F portfolio, value $27,590,804.

    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 1,182,844 shares
    Change vs previous 13F +63,630 shares

    1.68% of the 13F portfolio, value $24,756,920.

    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 1,119,214 shares
    Change vs previous 13F +165,152 shares

    1.59% of the 13F portfolio, value $23,671,372.

    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 954,062 shares
    Change vs previous 13F +68,818 shares

    1.39% of the 13F portfolio, value $20,245,197.

    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 885,244 shares
    Change vs previous 13F +114,742 shares

    1.38% of the 13F portfolio, value $18,625,532.

    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 770,502 shares
    Change vs previous 13F +74,422 shares

    1.31% of the 13F portfolio, value $15,987,922.

    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 696,080 shares
    Change vs previous 13F +45,025 shares

    1.14% of the 13F portfolio, value $14,165,223.

    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 651,055 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $13,815,387.

    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).