Position in IQV
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,193
-$3,315 QoQ
Shares Held
7
-65.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Sound Income Strategies, LLC holds $228,118 across 1 Diagnostics & Research name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
455 | $228,118 |
All Filings in IQV
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,193 | 7 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,508 | 20 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,418 | 18 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,836 | 18 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $705 | 4 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $786 | 4 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $947 | 4 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $845 | 4 | Shares | Sole | 2024-07-12 | |
| 2023-09-30 | $2,361 | 12 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,045 | 18 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,580 | 18 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $2,048 | 10 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,811 | 10 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $5,424 | 25 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $10,173 | 44 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $15,235 | 54 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $12,935 | 54 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $15,508 | 64 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||