Current Market Value 1,743,991,621
Current Holdings 1609
Most Recent File Date 2025-07-17
Total Filings on Record 35
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Sound Income Strategies, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-17 2025-06-30 13F-HR 1609 1,743,992
2025-04-17 2025-03-31 13F-HR 1558 1,693,108
2025-01-21 2024-12-31 13F-HR 1478 1,616,647
2024-10-10 2024-09-30 13F-HR 1409 1,553,823
2024-07-12 2024-06-30 13F-HR 1376 1,600,425
2024-04-15 2024-03-31 13F-HR 1349 1,339,121
2024-01-10 2023-12-31 13F-HR 1319 1,201,510
2023-10-12 2023-09-30 13F-HR 1152 1,184,142
2023-07-10 2023-06-30 13F-HR 1111 972,824
2023-04-10 2023-03-31 13F-HR 1057 919,858
2023-01-11 2022-12-31 13F-HR 979 852,868
2022-10-18 2022-09-30 13F-HR 962 687,581
2022-07-11 2022-06-30 13F-HR 955 749,778
2022-04-11 2022-03-31 13F-HR 933 868,896
2022-01-13 2021-12-31 13F-HR 884 849,871
2021-10-12 2021-09-30 13F-HR 873 773,851
2021-07-13 2021-06-30 13F-HR 924 692,971
2021-04-14 2021-03-31 13F-HR 961 590,311
2021-01-11 2020-12-31 13F-HR 950 453,106
2020-10-08 2020-09-30 13F-HR 932 365,904
2020-07-13 2020-06-30 13F-HR 870 334,395
2020-04-07 2020-03-31 13F-HR 868 290,567
2020-01-07 2019-12-31 13F-HR/A 1 N 798 372,780
2020-01-06 2019-12-31 13F-HR 507 217,637
2019-10-04 2019-09-30 13F-HR 763 330,788
2019-07-16 2019-06-30 13F-HR 762 289,109
2019-04-04 2019-03-31 13F-HR 771 219,172
2019-01-11 2018-12-31 13F-HR/A 2 R 813 190,908
2019-01-10 2018-12-31 13F-HR/A 1 R 59 184,805
2019-01-08 2018-12-31 13F-HR 817 198,886
2018-10-03 2018-09-30 13F-HR/A 1 R 816 205,005
2018-10-01 2018-09-30 13F-HR 808 171,898
2018-08-14 2018-06-30 13F-HR 807 171,903
2018-05-15 2018-03-31 13F-HR 697 151,879
2018-02-14 2017-12-31 13F-HR 614 152,581