Sound Financial Strategies Group, LLC AMCR — AMCOR PLC

Ownership history in Sound Financial Strategies Group, LLC  ·  15 quarters on record

AI Ownership Summary

Sound Financial Strategies Group, LLC reported AMCOR PLC (AMCR) in 15 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.68% in 2024 Q4. The latest visible filing shows AMCR at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sound Financial Strategies Group, LLC's position in AMCOR PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

AMCR was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMCR stock page Sound Financial Strategies Group, LLC fund profile Sound Financial Strategies Group, LLC full holdings
How Sound Financial Strategies Group, LLC held AMCR — position size vs. price
% of Fund (quarterly)    AMCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 7,027 +1,126 +19.1% 0.20% $294K 2026-10-30 $47.39
2026 Q1 REDUCED 92.2% +9.8% ❌ 5,901 -69,932 -92.2% 0.16% $235K 2026-05-08 $38.72
2025 Q3 ADDED — — — 75,833 +746 +1.0% 0.45% $620K 2025-10-23 $38.79
2025 Q2 ADDED — — — 75,087 +3,534 +4.9% 0.58% $690K 2025-08-06 $43.67
2025 Q1 REDUCED 17.1% -3.9% ✅ 71,553 -14,735 -17.1% 0.62% $694K 2025-05-09 $41.74
2024 Q4 ADDED — — — 86,288 +29,016 +50.7% 0.68% $812K 2025-02-06 $45.33
2024 Q3 ADDED — — — 57,272 +2,148 +3.9% 0.52% $649K 2024-11-12 $45.49
2024 Q2 REDUCED 39.4% +17.1% ❌ 55,124 -35,869 -39.4% 0.47% $539K 2024-08-12 $46.35
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMCR

As of 2026 Q3 — sorted by position size

Dupree Financial Group, LLC 4.04% Mountain Hill Investment Partners Corp. 4.0% Garton & Associates Financial Advisors LLC 2.5% Kerusso Capital Management LLC 1.85% Gilman Hill Asset Management, LLC 3Y 7Y 1.37% Guardian Wealth Management, Inc. 3Y 1.12% ISTHMUS PARTNERS, LLC 3Y 7Y 1.01% Sound Income Strategies, LLC 3Y 7Y 0.91% Thrive Capital Management, LLC 3Y 0.78% CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3Y 7Y 0.73%

FAQ About Sound Financial Strategies Group, LLC and AMCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sound Financial Strategies Group, LLC reported owning AMCR?

Sound Financial Strategies Group, LLC reported AMCR across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported AMCR position in Sound Financial Strategies Group, LLC's portfolio?

The largest reported portfolio weight for AMCR was 0.68% in 2024 Q4.

What is the latest reported AMCR position on this page?

The most recent filing on this page is 2026 Q3, when Sound Financial Strategies Group, LLC reported 7,027 shares, equal to 0.20% of portfolio, with an estimated market value of $294K.

What does the chart on this AMCR ownership page compare?

The chart compares Sound Financial Strategies Group, LLC's quarterly AMCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sound Financial Strategies Group, LLC time their AMCR position?

Based on 13F filing dates vs. subsequent AMCR price moves, Sound Financial Strategies Group, LLC correctly timed 5 out of 14 reported position changes (36%). The annualised alpha on AMCR relative to SPY over the holding period was +56.7%.

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