Sound View Wealth Advisors Group, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Savannah, GA
CIK
0001784777
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 365 803,998 13F-HR 11/7/2023 000176538023000208 Sound View Wealth Advisors Group, LLC
Q2 2023 363 762,776 13F-HR 8/8/2023 000176538023000136 Sound View Wealth Advisors Group, LLC
Q1 2023 365 728,649 13F-HR 5/12/2023 000176538023000122 Sound View Wealth Advisors Group, LLC
Q4 2022 268 472,883 13F-HR 2/8/2023 000176538023000036 Sound View Wealth Advisors Group, LLC
Q3 2022 267 445,908 13F-HR 11/8/2022 000176538022000143 Sound View Wealth Advisors Group, LLC
Q2 2022 280 477,696 13F-HR 8/5/2022 000176538022000109 Sound View Wealth Advisors Group, LLC
Q1 2022 286 525,992 13F-HR 5/11/2022 000176538022000072 Sound View Wealth Advisors Group, LLC
Q4 2021 290 529,104 13F-HR 1/20/2022 000176538022000009 Sound View Wealth Advisors Group, LLC
Q3 2021 284 478,820 13F-HR 10/21/2021 000176538021000099 Sound View Wealth Advisors Group, LLC
Q2 2021 284 475,757 13F-HR 7/21/2021 000176538021000071 Sound View Wealth Advisors Group, LLC
Q1 2021 267 429,485 13F-HR 4/28/2021 000176538021000050 Sound View Wealth Advisors Group, LLC
Q4 2020 255 409,313 13F-HR 2/2/2021 000176538021000013 Sound View Wealth Advisors Group, LLC
Q3 2020 247 379,752 13F-HR 11/9/2020 000176538020000092 Sound View Wealth Advisors Group, LLC
Q2 2020 242 355,073 13F-HR 8/7/2020 000176538020000069 Sound View Wealth Advisors Group, LLC
Q1 2020 213 289,460 13F-HR 5/12/2020 000176538020000053 Sound View Wealth Advisors Group, LLC
Q4 2019 238 354,306 13F-HR 1/27/2020 000176538020000011 Sound View Wealth Advisors Group, LLC
Q3 2019 238 335,526 13F-HR 11/7/2019 000176538019000118 Sound View Wealth Advisors Group, LLC
Q2 2019 247 338,270 13F-HR 8/7/2019 000176538019000085 Sound View Wealth Advisors Group, LLC