Position in GRWG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$117
-$43 QoQ
Shares Held
107
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GRWG Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Sound Income Strategies, LLC holds $275,503 across 14 Specialty Retail names. GRWG ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBY |
Best Buy Co Inc
|
1,820 | $116,844 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
146 | $76,315 | |
| 3 | DKS |
Dick's Sporting Goods, Inc.
|
226 | $44,813 | |
| 4 | CASY |
Caseys General Stores Inc
|
18 | $13,101 | |
| 5 | EYE |
National Vision Holdings, Inc.
|
473 | $12,250 | |
| 6 | ASO |
Academy Sports & Outdoors, Inc.
|
122 | $6,886 | |
| 7 | SBH |
Sally Beauty Holdings, Inc.
|
222 | $3,074 | |
| 8 | EVGO |
EVgo Inc.
|
1,000 | $1,720 |
All Filings in GRWG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117 | 107 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $160 | 107 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $200 | 107 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $100 | 107 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $115 | 107 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $180 | 107 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $227 | 107 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $230 | 107 | Shares | Sole | 2024-07-12 | |
| 2021-03-31 | $32,298 | 650 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $26,143 | 650 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $10,387 | 650 | Shares | Sole | 2020-10-08 | |
| No filing history on record for this holder in this stock. | ||||||