Sound Financial Strategies Group, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Sound Financial Strategies Group, LLC opened 21 positions, added to 36, reduced 5, sold out of 16 and left 7 unchanged. The largest increase in value was LIN (+$527,762); the largest decrease was LIN (-$514,599).
- LIN: Country of operation United Kingdom; Class SHS; Shares 2026-03-31 1,038; Shares 2026-06-30 0.
- IAU: Country of operation United States; Class ISHARES NEW; Shares 2026-03-31 5,555; Shares 2026-06-30 0.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2026-03-31 1,491; Shares 2026-06-30 0.
- GLD: Country of operation United States; Class GOLD SHS; Shares 2026-03-31 884; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1800620): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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