Sound View Wealth Advisors Group, LLC

SEC CIK: 0001784777
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

DNP holding history

DNP Select Income Fund 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.

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

Shares (Q2 2026): 218,106
Value: $2.35M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of DNP by Sound View Wealth Advisors Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	218,106	$2.35M	0.1%	+1,541+0.7%	Added	Holders
Q1 2026	216,565	$2.23M	0.2%	+454+0.2%	Added	Holders
Q4 2025	216,111	$2.16M	0.1%	−6,110−2.7%	Reduced	Holders
Q3 2025	222,221	$2.22M	0.2%	+392+0.2%	Added	Holders
Q2 2025	221,829	$2.17M	0.2%	−8,630−3.7%	Reduced	Holders
Q1 2025	230,459	$2.28M	0.2%	−35,757−13.4%	Reduced	Holders
Q4 2024	266,216	$2.35M	0.2%	−2,846−1.1%	Reduced	Holders
Q3 2024	269,062	$2.70M	0.2%	+1,880+0.7%	Added	Holders
Q2 2024	267,182	$2.20M	0.2%	−7,162−2.6%	Reduced	Holders
Q1 2024	274,344	$2.49M	0.3%	−6,919−2.5%	Reduced	Holders
Q4 2023	281,263	$2.39M	0.3%	−36,858−11.6%	Reduced	Holders
Q3 2023	318,121	$3.03M	0.4%	+14,281+4.7%	Added	Holders
Q2 2023	303,840	$3.18M	0.4%	−21,525−6.6%	Reduced	Holders
Q1 2023	325,365	$3.59M	0.5%	+44,102+15.7%	Added	Holders
Q4 2022	281,263	$2.39M	0.3%	−24,805−8.1%	Reduced	Holders
Q3 2022	306,068	$3.17M	0.7%	−2,566−0.8%	Reduced	Holders
Q2 2022	308,634	$3.35M	0.7%	+2,186+0.7%	Added	Holders
Q1 2022	306,448	$3.62M	0.7%	−4,714−1.5%	Reduced	Holders
Q4 2021	311,162	$3.38M	0.6%	−7,444−2.3%	Reduced	Holders
Q3 2021	318,606	$3.40M	0.7%	+3,477+1.1%	Added	Holders
Q2 2021	315,129	$3.29M	0.7%	+5,505+1.8%	Added	Holders
Q1 2021	309,624	$3.06M	0.7%	–	–	Holders

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