Sound Income Strategies, LLC

Position in MS — Morgan Stanley

CIK 1730960 Ft Lauderdale, FL

Position in MS

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

Position Value

$611,860

+$391,172 QoQ

Shares Held

2,927

+118.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,674

of 2,718 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sound Income Strategies, LLC holds $1,955,283 across 4 Capital Markets names. MS ranks #1 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	2,927	$611,860
2	GS	Goldman Sachs Group Inc	563	$569,401
3	SCHW	Schwab Charles Corp	5,939	$547,991
4	HOOD	Robinhood Markets, Inc.	2,254	$226,031

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$611,860	2,927	+118.3%	Shares	Sole	2026-07-20
2026-03-31	$220,688	1,341	-7.0%	Shares	Sole	2026-04-27
2025-12-31	$255,998	1,442	+192.5%	Shares	Sole	2026-01-21
2025-09-30	$78,367	493	-64.3%	Shares	Sole	2025-10-10
2025-06-30	$194,386	1,380	+23.7%	Shares	Sole	2025-07-17
2025-03-31	$130,203	1,116	+4.0%	Shares	Sole	2025-04-17
2024-12-31	$134,897	1,073	+6.6%	Shares	Sole	2025-01-21
2024-09-30	$104,969	1,007	-3.6%	Shares	Sole	2024-10-10
2024-06-30	$101,563	1,045	-0.2%	Shares	Sole	2024-07-12
2024-03-31	$98,585	1,047	+8.0%	Shares	Sole	2024-04-15
2023-12-31	$90,359	969	-1.4%	Shares	Sole	2024-01-10
2023-09-30	$80,281	983	-4.4%	Shares	Sole	2023-10-12
2023-06-30	$87,791	1,028	+5.9%	Shares	Sole	2023-07-10
2023-03-31	$85,253	971	-10.6%	Shares	Sole	2023-04-10
2022-12-31	$92,331	1,086	+36.6%	Shares	Sole	2023-01-11
2022-09-30	$62,812	795	+131.8%	Shares	Sole	2022-10-18
2022-06-30	$26,088	343	+78.6%	Shares	Sole	2022-07-11
2022-03-31	$16,780	192	+2.1%	Shares	Sole	2022-04-11
2021-12-31	$18,454	188	0.0%	Shares	Sole	2022-01-13
2021-09-30	$18,294	188	+0.5%	Shares	Sole	2021-10-12
2021-06-30	$17,146	187	+142.9%	Shares	Sole	2021-07-13
2021-03-31	$5,979	77	+305.3%	Shares	Sole	2021-04-14
2020-12-31	$1,302	19	0.0%	Shares	Sole	2021-01-11
2020-09-30	$918	19	0.0%	Shares	Sole	2020-10-08
2020-06-30	$917	19	0.0%	Shares	Sole	2020-07-13
2020-03-31	$646	19	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.