Sound Income Strategies, LLC historic quarter change: USA Everything Else, Added
In partnership units, exchange-traded notes and anything else (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Sound Income Strategies, LLC opened 46 positions, added to 4, reduced 6 and sold out of 54.
- Q1 2026: Stock OCCIDENTAL PETE CORP WT EXP 080327; Country of operation United States; Class Stock; Shares before 156.
- Q4 2025: Stock GOLD RESOURCE CORP COM; Country of operation United States; Class Stock; Shares before 64,157.
- Q4 2025: Stock CARNIVAL CORP PAIRED CTF; Country of operation —; Class Stock; Shares before 2,471.
- Q4 2025: Stock OCCIDENTAL PETE CORP WT EXP 080327; Country of operation United States; Class Stock; Shares before 154.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1730960), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-20); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-10); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | United States | $2.072B | 372 |
| Hills Bank & Trust Co | United States | $2.069B | 525 |
| 3EDGE Asset Management, LP | United States | $2.069B | 91 |
| BIT Capital GmbH | Germany | $2.073B | 92 |
| Goelzer Investment Management, Inc. | United States | $2.068B | 297 |
| Granahan Investment Management, LLC | United States | $2.067B | 149 |
| SOFI WEALTH, LLC | United States | $2.075B | 52 |
| SAX WEALTH ADVISORS, LLC | United States | $2.064B | 482 |
| EMERALD MUTUAL FUND ADVISERS TRUST | United States | $2.061B | 199 |
| Bryn Mawr Trust Advisors, LLC | United States | $2.061B | 438 |