Filer · Institutional
Sound Financial Strategies Group,LLC
CIK 0001800620TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001398344-26-008764 · filed 2026-05-08
111
positions
Q4 202513F-HR
0001398344-26-001982 · filed 2026-02-03
109
positions
Q3 202513F-HR
0001398344-25-019658 · filed 2025-10-23
108
positions
Q2 202513F-HR
0001398344-25-014607 · filed 2025-08-06
95
positions
Q1 202513F-HR
0001398344-25-009055 · filed 2025-05-09
100
positions
Q4 202413F-HR
0001398344-25-002079 · filed 2025-02-06
91
positions
Q3 202413F-HR
0001398344-24-020438 · filed 2024-11-12
90
positions
Q2 202413F-HR
0001398344-24-014359 · filed 2024-08-12
90
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.