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

Sound View Wealth Advisors Group, LLC held 164,866 IBMQ 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 164,866 shares
    Change vs previous 13F +3,942 shares

    0.26% of the 13F portfolio, value $4,217,260.

    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 160,924 shares
    Change vs previous 13F +14,946 shares

    0.28% of the 13F portfolio, value $4,108,390.

    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 145,978 shares
    Change vs previous 13F +43,083 shares

    0.25% of the 13F portfolio, value $3,733,387.

    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 102,895 shares
    Change vs previous 13F -9,495 shares

    0.18% of the 13F portfolio, value $2,638,228.

    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 112,390 shares
    Change vs previous 13F +23,636 shares

    0.21% of the 13F portfolio, value $2,855,830.

    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 88,754 shares
    Change vs previous 13F +7,835 shares

    0.18% of the 13F portfolio, value $2,244,589.

    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 80,919 shares
    Change vs previous 13F -62 shares

    0.16% of the 13F portfolio, value $2,037,540.

    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 80,981 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,075,543.

    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).