Sound Income Strategies, LLC

Position in PTC — Ptc Inc.

CIK 1730960 Ft Lauderdale, FL

Position in PTC

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$2,992

-$666 QoQ

Shares Held

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

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Sound Income Strategies, LLC holds $5,608,901 across 6 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	OTEX	Open Text Corp	172,714	$3,825,615
2	DDOG	Datadog, Inc.	1,615	$420,481
3	SNOW	Snowflake Inc.	1,534	$390,403
4	ADP	Automatic Data Processing Inc	1,684	$377,131
5	NOW	ServiceNow, Inc.	3,271	$324,744
6	UBER	Uber Technologies, Inc	3,749	$270,527

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,992	21	0.0%	Shares	Sole	2026-04-27
2025-12-31	$3,658	21	0.0%	Shares	Sole	2026-01-21
2025-09-30	$4,263	21	0.0%	Shares	Sole	2025-10-10
2025-06-30	$3,619	21	0.0%	Shares	Sole	2025-07-17
2025-03-31	$3,253	21	0.0%	Shares	Sole	2025-04-17
2024-12-31	$3,861	21	0.0%	Shares	Sole	2025-01-21
2024-09-30	$3,793	21	0.0%	Shares	Sole	2024-10-10
2024-06-30	$3,815	21	0.0%	Shares	Sole	2024-07-12
2024-03-31	$3,967	21	0.0%	Shares	Sole	2024-04-15
2023-12-31	$3,674	21	0.0%	Shares	Sole	2024-01-10
2023-09-30	$2,975	21	0.0%	Shares	Sole	2023-10-12
2023-06-30	$2,988	21	0.0%	Shares	Sole	2023-07-10
2023-03-31	$2,692	21	0.0%	Shares	Sole	2023-04-10
2022-12-31	$2,520	21	0.0%	Shares	Sole	2023-01-11
2022-09-30	$2,196	21	0.0%	Shares	Sole	2022-10-18
2022-06-30	$2,233	21	0.0%	Shares	Sole	2022-07-11
2022-03-31	$2,262	21	0.0%	Shares	Sole	2022-04-11
2021-12-31	$2,544	21	0.0%	Shares	Sole	2022-01-13
2021-09-30	$2,515	21	0.0%	Shares	Sole	2021-10-12
2021-06-30	$2,966	21	0.0%	Shares	Sole	2021-07-13
2021-03-31	$2,890	21	0.0%	Shares	Sole	2021-04-14
2020-12-31	$2,511	21	0.0%	Shares	Sole	2021-01-11
2020-09-30	$1,737	21	0.0%	Shares	Sole	2020-10-08
2020-06-30	$1,633	21	0.0%	Shares	Sole	2020-07-13
2020-03-31	$1,285	21	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.