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Sound View Wealth Advisors Group, LLCCoreConcentrated long-term

CIK: 0001784777 | SAVANNAH, GA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR440$1.6B2026-08-11SEC ↗
Q1 2026
13F-HR422$1.5B2026-05-06SEC ↗
Q4 2025
13F-HR416$1.5B2026-01-08SEC ↗
Q3 2025
13F-HR425$1.5B2025-11-10SEC ↗
Q2 2025
13F-HR423$1.4B2025-08-07SEC ↗
Q1 2025
13F-HR407$1.2B2025-05-08SEC ↗
Q4 2024
13F-HR415$1.2B2025-02-07SEC ↗
Q3 2024
13F-HR407$1.2B2024-11-12SEC ↗
Q2 2024
13F-HR358$970.2M2024-08-05SEC ↗
Q1 2024
13F-HR371$938.2M2024-05-09SEC ↗
Q4 2023
13F-HR385$906.6M2024-02-08SEC ↗
Q3 2023
13F-HR365$804.0M2023-11-07SEC ↗
Q2 2023
13F-HR363$762.8M2023-08-08SEC ↗
Q1 2023
13F-HR365$728.6M2023-05-12SEC ↗
Q4 2022Amended
13F-HR/A268$472.9M2023-02-08SEC ↗
Q3 2022
13F-HR267$28.5M2022-11-08SEC ↗
Q2 2022
13F-HR280$22.7M2022-08-05SEC ↗
Q1 2022
13F-HR286$18.0M2022-05-11SEC ↗
Q4 2021
13F-HR290$16.4M2022-01-20SEC ↗
Q3 2021
13F-HR284$14.3M2021-10-21SEC ↗
Q2 2021
13F-HR284$14.9M2021-07-21SEC ↗
Q1 2021
13F-HR267$14.2M2021-04-28SEC ↗
Q4 2020
13F-HR255$13.6M2021-02-02SEC ↗
Q3 2020
13F-HR247$11.8M2020-11-09SEC ↗
Q2 2020
13F-HR242$12.3M2020-08-07SEC ↗
Q1 2020
13F-HR213$9.6M2020-05-12SEC ↗
Q4 2019
13F-HR238$13.1M2020-01-27SEC ↗
Q3 2019
13F-HR238$11.1M2019-11-07SEC ↗
Q2 2019
13F-HR247$9.7M2019-08-07SEC ↗