Position in CI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$93,629
-$2,976 QoQ
Shares Held
351
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Sound Income Strategies, LLC holds $1,281,608 across 3 Healthcare Plans names.
All Filings in CI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,629 | 351 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $96,605 | 351 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $21,042 | 73 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $10,247 | 31 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $11,186 | 34 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $12,426 | 45 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $15,589 | 45 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $13,883 | 42 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $15,253 | 42 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $11,379 | 38 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $10,870 | 38 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $10,662 | 38 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $15,331 | 60 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $21,868 | 66 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $18,313 | 66 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $18,709 | 71 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $17,012 | 71 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $14,925 | 65 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $13,811 | 69 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $17,306 | 73 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $15,954 | 66 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $13,323 | 64 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $10,842 | 64 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $12,009 | 64 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $11,339 | 64 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||