Position in UFCS
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$3,409
+$102 QoQ
Shares Held
92
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UFCS Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Sound Income Strategies, LLC holds $205,012 across 1 Insurance - Property & Casualty name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFG |
American Financial Group Inc
|
1,465 | $205,012 |
All Filings in UFCS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,409 | 92 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,307 | 91 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||