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

Sound View Wealth Advisors Group, LLC held 1,028 VB 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 1,028 shares
    Change vs previous 13F -7 shares

    0.02% of the 13F portfolio, value $311,559.

    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 1,035 shares
    Change vs previous 13F -564 shares

    0.02% of the 13F portfolio, value $271,015.

    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 1,599 shares
    Change vs previous 13F -179 shares

    0.03% of the 13F portfolio, value $412,354.

    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 1,778 shares
    Change vs previous 13F -164 shares

    0.03% of the 13F portfolio, value $452,193.

    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 1,942 shares
    Change vs previous 13F -965 shares

    0.03% of the 13F portfolio, value $460,257.

    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 2,907 shares
    Change vs previous 13F -808 shares

    0.05% of the 13F portfolio, value $644,666.

    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 3,715 shares
    Change vs previous 13F -422 shares

    0.07% of the 13F portfolio, value $892,690.

    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 4,137 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $981,314.

    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).