Skip to main content

Sound View Wealth Advisors Group, LLC

SEC CIK
0001784777
Latest filing
Aug 11, 2026

TRI holding history

Thomson Reuters Corp 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.

TRI overviewAll 13F holders of TRIFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of TRI by Sound View Wealth Advisors Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,404−100.0%Sold outHolders
Q3 20251,404$218.1K<0.1%00.0%UnchangedHolders
Q2 20251,404$282.4K<0.1%−3−0.2%ReducedHolders
Q1 20251,407$243.1K<0.1%00.0%UnchangedHolders
Q4 20241,407$225.7K<0.1%00.0%UnchangedHolders
Q3 20241,407$240.0K<0.1%00.0%UnchangedHolders
Q2 20241,407$237.2K<0.1%00.0%UnchangedHolders
Q1 20241,407$219.3K<0.1%00.0%UnchangedHolders
Q4 20231,407$205.7K<0.1%+1,407NewHolders
Q1 20230$00.0%−1,407−100.0%Sold outHolders
Q4 20221,407$205.7K<0.1%+1,407NewHolders
Q2 20210$00.0%−4,480−100.0%Sold outHolders
Q1 20214,480$392.0K0.1%––Holders

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