Position in MDB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,895
-$5,177 QoQ
Shares Held
20
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sound Income Strategies, LLC holds $22,157,565 across 7 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
36,558 | $13,636,865 | |
| 2 | GEN |
Gen Digital Inc.
|
216,095 | $5,378,604 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,752 | $1,254,435 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,206 | $752,290 | |
| 5 | ORCL |
Oracle Corp
|
4,768 | $698,750 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,491 | $229,047 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
4,352 | $207,574 |
All Filings in MDB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,895 | 20 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,072 | 24 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,966 | 16 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,199 | 20 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,508 | 20 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,190 | 18 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,866 | 18 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,499 | 18 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $6,455 | 18 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,635 | 4 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,383 | 4 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,643 | 4 | Shares | Sole | 2023-07-10 | |
| No filing history on record for this holder in this stock. | ||||||