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

Sound View Wealth Advisors Group, LLC held 48,031 IEFA 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 48,031 shares
    Change vs previous 13F -2,230 shares

    0.29% of the 13F portfolio, value $4,638,849.

    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 50,261 shares
    Change vs previous 13F +1,417 shares

    0.31% of the 13F portfolio, value $4,550,133.

    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 48,844 shares
    Change vs previous 13F -201 shares

    0.29% of the 13F portfolio, value $4,369,589.

    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 49,045 shares
    Change vs previous 13F +4,158 shares

    0.29% of the 13F portfolio, value $4,282,154.

    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 44,887 shares
    Change vs previous 13F +10,324 shares

    0.28% of the 13F portfolio, value $3,747,163.

    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 34,563 shares
    Change vs previous 13F +10,568 shares

    0.21% of the 13F portfolio, value $2,614,691.

    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 23,995 shares
    Change vs previous 13F -300 shares

    0.14% of the 13F portfolio, value $1,686,347.

    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 24,295 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,896,231.

    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).