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

Sound View Wealth Advisors Group, LLC held 201,456 IBTG 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 201,456 shares
    Change vs previous 13F -290,413 shares

    0.29% of the 13F portfolio, value $4,611,331.

    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 491,869 shares
    Change vs previous 13F -2,574 shares

    0.77% of the 13F portfolio, value $11,271,177.

    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 494,443 shares
    Change vs previous 13F +202,697 shares

    0.76% of the 13F portfolio, value $11,310,385.

    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 291,746 shares
    Change vs previous 13F +50,474 shares

    0.46% of the 13F portfolio, value $6,695,564.

    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 241,272 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,532,367.

    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).