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

Sound View Wealth Advisors Group, LLC held 21,649 JIRE 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 21,649 shares
    Change vs previous 13F +829 shares

    0.11% of the 13F portfolio, value $1,785,851.

    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 20,820 shares
    Change vs previous 13F +3,784 shares

    0.11% of the 13F portfolio, value $1,576,930.

    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 17,036 shares
    Change vs previous 13F +12,467 shares

    0.09% of the 13F portfolio, value $1,275,678.

    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 4,569 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $336,004.

    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).