Sound Income Strategies, LLC

Position in GAIN — Gladstone Investment Corporation\De

CIK 1730960 Ft Lauderdale, FL

Position in GAIN

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$161,649

+$9,141 QoQ

Shares Held

10,456

-2.6% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#10

of 28 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sound Income Strategies, LLC holds $459,089,481 across 31 Asset Management names. GAIN ranks #27 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HTGC	Hercules Capital, Inc.	3,667,518	$57,836,758
2	ARCC	Ares Capital Corp	2,766,368	$51,260,799
3	GBDC	GOLUB CAPITAL BDC, Inc.	3,876,087	$49,924,000
4	TSLX	Sixth Street Specialty Lending, Inc.	2,706,290	$46,466,999
5	OBDC	Blue Owl Capital Corp	4,204,742	$45,705,545
6	BXSL	Blackstone Secured Lending Fund	1,820,327	$43,159,953
7	PFLT	PennantPark Floating Rate Capital Ltd.	5,222,616	$39,065,167
8	PFG	Principal Financial Group Inc	222,669	$23,999,264

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$161,649	10,456	-2.6%	Shares	Sole	2026-07-20
2026-03-31	$152,508	10,740	0.0%	Shares	Sole	2026-04-27
2025-12-31	$150,037	10,740	-27.6%	Shares	Sole	2026-01-21
2025-03-31	$198,142	14,831	+1.3%	Shares	Sole	2025-04-17
2024-12-31	$194,059	14,646	-5.3%	Shares	Sole	2025-01-21
2024-09-30	$223,527	15,469	-35.2%	Shares	Sole	2024-10-10
2024-06-30	$333,716	23,871	-14.0%	Shares	Sole	2024-07-12
2024-03-31	$395,067	27,763	-10.8%	Shares	Sole	2024-04-15
2023-12-31	$440,390	31,123	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.