Sound Income Strategies, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1730960 Ft Lauderdale, FL

Position in SOFI

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

Position Value

$6,352

-$9,356 QoQ

Shares Held

400

-33.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sound Income Strategies, LLC holds $2,814,039 across 3 Credit Services names.

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,045	$1,387,799
2	AXP	American Express Co	2,399	$811,461
3	MA	Mastercard Inc	1,197	$614,779

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,352	400	-33.3%	Shares	Sole	2026-04-27
2025-12-31	$15,708	600	+200.0%	Shares	Sole	2026-01-21
2025-09-30	$5,284	200	-92.0%	Shares	Sole	2025-10-10
2024-12-31	$38,500	2,500	0.0%	Shares	Sole	2025-01-21
2024-09-30	$19,650	2,500	0.0%	Shares	Sole	2024-10-10
2024-06-30	$16,525	2,500	0.0%	Shares	Sole	2024-07-12
2024-03-31	$18,250	2,500	0.0%	Shares	Sole	2024-04-15
2023-12-31	$24,875	2,500	0.0%	Shares	Sole	2024-01-10
2023-09-30	$19,975	2,500	-3.8%	Shares	Sole	2023-10-12
2023-06-30	$21,684	2,600	+3.0%	Shares	Sole	2023-07-10
2023-03-31	$15,326	2,525	—	Shares	Sole	2023-04-10
No filing history on record for this holder in this stock.