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

Sound View Wealth Advisors Group, LLC held 490,589 IBDY 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 490,589 shares
    Change vs previous 13F +453,374 shares

    0.78% of the 13F portfolio, value $12,630,219.

    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 37,215 shares
    Change vs previous 13F +29,526 shares

    0.07% of the 13F portfolio, value $962,008.

    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 7,689 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $200,990.

    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).