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

Sound View Wealth Advisors Group, LLC held 5,675 IHI 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 5,675 shares
    Change vs previous 13F -51 shares

    0.02% of the 13F portfolio, value $280,410.

    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 5,726 shares
    Change vs previous 13F +47 shares

    0.02% of the 13F portfolio, value $305,486.

    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 5,679 shares
    Change vs previous 13F -124 shares

    0.02% of the 13F portfolio, value $352,952.

    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 5,803 shares
    Change vs previous 13F -152 shares

    0.02% of the 13F portfolio, value $348,643.

    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 5,955 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $373,016.

    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 5,974 shares
    Change vs previous 13F -1,542 shares

    0.03% of the 13F portfolio, value $359,566.

    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 7,516 shares
    Change vs previous 13F +1,580 shares

    0.04% of the 13F portfolio, value $438,548.

    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 5,936 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $351,513.

    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).