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

Sound View Wealth Advisors Group, LLC held 214,675 IBMO 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 214,675 shares
    Change vs previous 13F -12,967 shares

    0.34% of the 13F portfolio, value $5,504,290.

    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 227,642 shares
    Change vs previous 13F +12,106 shares

    0.4% of the 13F portfolio, value $5,834,466.

    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 215,536 shares
    Change vs previous 13F +46,752 shares

    0.37% of the 13F portfolio, value $5,525,698.

    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 168,784 shares
    Change vs previous 13F -36,837 shares

    0.3% of the 13F portfolio, value $4,330,999.

    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 205,621 shares
    Change vs previous 13F +48,253 shares

    0.39% of the 13F portfolio, value $5,268,629.

    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 157,368 shares
    Change vs previous 13F +16,842 shares

    0.33% of the 13F portfolio, value $4,022,328.

    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 140,526 shares
    Change vs previous 13F -618 shares

    0.29% of the 13F portfolio, value $3,577,794.

    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 141,144 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,621,049.

    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).