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

Sound View Wealth Advisors Group, LLC held 41,328 IBMS 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 41,328 shares
    Change vs previous 13F +398 shares

    0.07% of the 13F portfolio, value $1,069,155.

    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 40,930 shares
    Change vs previous 13F +2,596 shares

    0.07% of the 13F portfolio, value $1,057,222.

    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 38,334 shares
    Change vs previous 13F +6,580 shares

    0.07% of the 13F portfolio, value $998,984.

    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 31,754 shares
    Change vs previous 13F +1,510 shares

    0.06% of the 13F portfolio, value $828,144.

    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 30,244 shares
    Change vs previous 13F +3,033 shares

    0.06% of the 13F portfolio, value $776,061.

    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 27,211 shares
    Change vs previous 13F +6,566 shares

    0.06% of the 13F portfolio, value $691,159.

    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 20,645 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $523,660.

    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).