Sound Income Strategies, LLC
Holdings in WHF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $534,607 | 76,922 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $5,937,193 | 857,976 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $8,214,815 | 942,066 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $9,779,059 | 1,013,374 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $9,344,065 | 965,296 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $10,355,867 | 895,062 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $10,493,586 | 855,223 | Shares | Sole | 2024-07-12 |
| 2023-12-31 | $9,273,363 | 753,932 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $9,060,468 | 709,512 | Shares | Sole | 2023-10-12 |
| 2023-06-30 | $8,742,464 | 681,408 | Shares | Sole | 2023-07-10 |
| 2023-03-31 | $7,993,068 | 638,424 | Shares | Sole | 2023-04-10 |
| 2022-12-31 | $7,798,249 | 597,567 | Shares | Sole | 2023-01-11 |
| 2022-09-30 | $4,336,714 | 390,695 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $4,493,117 | 341,942 | Shares | Sole | 2022-07-11 |
| 2022-03-31 | $4,654,653 | 308,664 | Shares | Sole | 2022-04-11 |
| 2021-12-31 | $3,742,506 | 241,452 | Shares | Sole | 2022-01-13 |
| 2021-09-30 | $2,788,151 | 183,190 | Shares | Sole | 2021-10-12 |
| 2021-06-30 | $2,441,096 | 163,832 | Shares | Sole | 2021-07-13 |
| 2021-03-31 | $1,957,051 | 129,008 | Shares | Sole | 2021-04-14 |
| 2020-12-31 | $1,081,260 | 79,446 | Shares | Sole | 2021-01-11 |
| 2020-09-30 | $269,783 | 27,557 | Shares | Sole | 2020-10-08 |
| 2020-06-30 | $296,063 | 28,744 | Shares | Sole | 2020-07-13 |
| 2020-03-31 | $278,980 | 39,404 | Shares | Sole | 2020-04-07 |