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

Sound View Wealth Advisors Group, LLC held 1,005,519 IBDX 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 1,005,519 shares
    Change vs previous 13F +99,859 shares

    1.57% of the 13F portfolio, value $25,329,023.

    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 905,660 shares
    Change vs previous 13F +49,573 shares

    1.56% of the 13F portfolio, value $22,886,035.

    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 856,087 shares
    Change vs previous 13F +134,021 shares

    1.47% of the 13F portfolio, value $21,855,891.

    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 722,066 shares
    Change vs previous 13F +64,927 shares

    1.27% of the 13F portfolio, value $18,499,326.

    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 657,139 shares
    Change vs previous 13F +113,866 shares

    1.23% of the 13F portfolio, value $16,615,774.

    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 543,273 shares
    Change vs previous 13F +244,240 shares

    1.11% of the 13F portfolio, value $13,576,388.

    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 299,033 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $7,350,223.

    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).