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

Sound View Wealth Advisors Group, LLC held 77,650 IBMR 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 77,650 shares
    Change vs previous 13F +381 shares

    0.12% of the 13F portfolio, value $1,971,534.

    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 77,269 shares
    Change vs previous 13F +3,254 shares

    0.13% of the 13F portfolio, value $1,958,769.

    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 74,015 shares
    Change vs previous 13F +6,275 shares

    0.13% of the 13F portfolio, value $1,882,201.

    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 67,740 shares
    Change vs previous 13F -9,569 shares

    0.12% of the 13F portfolio, value $1,729,402.

    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 77,309 shares
    Change vs previous 13F +2,638 shares

    0.14% of the 13F portfolio, value $1,950,506.

    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 74,671 shares
    Change vs previous 13F +5,999 shares

    0.15% of the 13F portfolio, value $1,869,762.

    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 68,672 shares
    Change vs previous 13F +166 shares

    0.14% of the 13F portfolio, value $1,715,427.

    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 68,506 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,746,218.

    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).