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

Sound View Wealth Advisors Group, LLC held 198,399 IBMP 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 198,399 shares
    Change vs previous 13F +416 shares

    0.31% of the 13F portfolio, value $5,043,304.

    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 197,983 shares
    Change vs previous 13F +14,929 shares

    0.34% of the 13F portfolio, value $5,036,693.

    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 183,054 shares
    Change vs previous 13F +37,333 shares

    0.31% of the 13F portfolio, value $4,647,747.

    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 145,721 shares
    Change vs previous 13F -9,143 shares

    0.26% of the 13F portfolio, value $3,712,248.

    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 154,864 shares
    Change vs previous 13F +32,995 shares

    0.29% of the 13F portfolio, value $3,925,808.

    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 121,869 shares
    Change vs previous 13F +13,645 shares

    0.25% of the 13F portfolio, value $3,080,854.

    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 108,224 shares
    Change vs previous 13F -474 shares

    0.22% of the 13F portfolio, value $2,720,757.

    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 108,698 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,766,364.

    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).