Sound Financial Strategies Group, LLC
Position in ISMD — Inspire Small/Mid Cap ETF
CIK 1800620
MADISON, MS
All Filings in ISMD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISMD | $3,103,710 | 77,651 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 ISMD | $1,771,747 | 45,924 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 ISMD | $1,729,969 | 44,518 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 ISMD | $1,594,728 | 44,884 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 ISMD | $1,608,996 | 47,157 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 ISMD | $1,510,817 | 40,267 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 ISMD | $1,574,290 | 41,538 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 ISMD | $1,332,285 | 38,472 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||