Sound View Wealth Advisors Group, LLC

SEC CIK: 0001784777
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

DLR holding history

Digital Realty Trust, Inc. in every 13F filed by Sound View Wealth Advisors Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DLR overview All 13F holders of DLR Full Q2 2026 holdings

Shares (Q2 2026): 16,204
Value: $2.91M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of DLR by Sound View Wealth Advisors Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,204	$2.91M	0.2%	−1,395−7.9%	Reduced	Holders
Q1 2026	17,599	$3.17M	0.2%	+48+0.3%	Added	Holders
Q4 2025	17,551	$2.72M	0.2%	+657+3.9%	Added	Holders
Q3 2025	16,894	$2.92M	0.2%	+83+0.5%	Added	Holders
Q2 2025	16,811	$2.93M	0.2%	+320+1.9%	Added	Holders
Q1 2025	16,491	$2.36M	0.2%	+149+0.9%	Added	Holders
Q4 2024	16,342	$2.90M	0.2%	−286−1.7%	Reduced	Holders
Q3 2024	16,628	$2.69M	0.2%	+1,089+7.0%	Added	Holders
Q2 2024	15,539	$2.36M	0.2%	−543−3.4%	Reduced	Holders
Q1 2024	16,082	$2.32M	0.2%	−1,234−7.1%	Reduced	Holders
Q4 2023	17,316	$2.33M	0.3%	+310+1.8%	Added	Holders
Q3 2023	17,006	$2.06M	0.3%	+575+3.5%	Added	Holders
Q2 2023	16,431	$1.87M	0.2%	+2,321+16.4%	Added	Holders
Q1 2023	14,110	$1.39M	0.2%	−3,206−18.5%	Reduced	Holders
Q4 2022	17,316	$2.33M	0.3%	+7,891+83.7%	Added	Holders
Q3 2022	9,425	$935.0K	0.2%	+13+0.1%	Added	Holders
Q2 2022	9,412	$1.22M	0.3%	−197−2.1%	Reduced	Holders
Q1 2022	9,609	$1.36M	0.3%	+321+3.5%	Added	Holders
Q4 2021	9,288	$1.64M	0.3%	−49−0.5%	Reduced	Holders
Q3 2021	9,337	$1.35M	0.3%	−1,343−12.6%	Reduced	Holders
Q2 2021	10,680	$1.61M	0.3%	+417+4.1%	Added	Holders
Q1 2021	10,263	$1.45M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.