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

Sound View Wealth Advisors Group, LLC held 37,958 ISTB 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 37,958 shares
    Change vs previous 13F -1,384 shares

    0.11% of the 13F portfolio, value $1,831,456.

    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 39,342 shares
    Change vs previous 13F -3,011 shares

    0.13% of the 13F portfolio, value $1,906,499.

    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 42,353 shares
    Change vs previous 13F -2,691 shares

    0.14% of the 13F portfolio, value $2,064,725.

    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 45,044 shares
    Change vs previous 13F -5,278 shares

    0.15% of the 13F portfolio, value $2,199,953.

    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 50,322 shares
    Change vs previous 13F -415 shares

    0.18% of the 13F portfolio, value $2,448,178.

    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 50,737 shares
    Change vs previous 13F -3,704 shares

    0.2% of the 13F portfolio, value $2,453,157.

    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 54,441 shares
    Change vs previous 13F -3,322 shares

    0.21% of the 13F portfolio, value $2,600,659.

    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 57,763 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,811,895.

    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).