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

Sound View Wealth Advisors Group, LLC held 16,516 WCN 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 16,516 shares
    Change vs previous 13F +143 shares

    0.17% of the 13F portfolio, value $2,753,017.

    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 16,373 shares
    Change vs previous 13F +443 shares

    0.18% of the 13F portfolio, value $2,659,560.

    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 15,930 shares
    Change vs previous 13F +742 shares

    0.19% of the 13F portfolio, value $2,793,549.

    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 15,188 shares
    Change vs previous 13F +1,450 shares

    0.18% of the 13F portfolio, value $2,670,081.

    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 13,738 shares
    Change vs previous 13F +3,196 shares

    0.19% of the 13F portfolio, value $2,565,170.

    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 10,542 shares
    Change vs previous 13F +332 shares

    0.17% of the 13F portfolio, value $2,057,700.

    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 10,210 shares
    Change vs previous 13F +4,199 shares

    0.14% of the 13F portfolio, value $1,751,835.

    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 6,011 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,074,889.

    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).