Sound Income Strategies, LLC JOBY — COMMON STOCKJOBY AVIATION INC

Ownership history in Sound Income Strategies, LLC  ·  13 quarters on record

AI Ownership Summary

Sound Income Strategies, LLC reported COMMON STOCKJOBY AVIATION INC (JOBY) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows JOBY at 0.01% 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 JOBY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sound Income Strategies, LLC's position in COMMON STOCKJOBY AVIATION INC, 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

JOBY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

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.

JOBY stock page Sound Income Strategies, LLC fund profile Sound Income Strategies, LLC full holdings
How Sound Income Strategies, LLC held JOBY — position size vs. price
% of Fund (quarterly)    JOBY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 25,298 -249 -1.0% 0.01% $145K 2026-10-09 $5.44
2026 Q2 ADDED — — — 25,547 +2,749 +12.1% 0.01% $228K 2026-07-20 $7.47
2026 Q1 UNCHANGED — — — 22,798 — 0% 0.01% $189K 2026-04-27 $9.04
2025 Q4 ADDED — — — 22,798 +100 +0.4% 0.02% $352K 2026-01-21 $14.30
2025 Q3 ADDED — — — 22,698 +250 +1.1% 0.02% $389K 2025-10-10 $16.28
2025 Q2 ADDED — — — 22,448 +375 +1.7% 0.01% $237K 2025-07-17 $17.72
2025 Q1 ADDED — — — 22,073 +300 +1.4% 0.01% $133K 2025-04-17 $5.89
2024 Q4 ADDED — — — 21,773 +11,471 +111.3% 0.01% $177K 2025-01-21 $9.06
2024 Q3 ADDED — — — 10,302 +10,000 +3311.3% 0.00% $52K 2024-10-10 $5.49
2024 Q2 REDUCED — — — 302 -10 -3.2% 0.00% $2K 2024-07-12 $6.61
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JOBY

As of 2026 Q3 — sorted by position size

Green Alpha Advisors, LLC 3Y 0.27% Nautilus Advisors LLC 0.12% TITLEIST ASSET MANAGEMENT, LLC 3Y 0.06% Echo45 Advisors LLC 3Y 0.05% DKM Wealth Management, Inc. 0.04% RFG - Bristol Wealth Advisors, LLC 0.04% Hickory Point Bank & Trust 0.01% GK Wealth Management LLC 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0%

FAQ About Sound Income Strategies, LLC and JOBY

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

How long has Sound Income Strategies, LLC reported owning JOBY?

Sound Income Strategies, LLC reported JOBY across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported JOBY position in Sound Income Strategies, LLC's portfolio?

The largest reported portfolio weight for JOBY was 0.02% in 2025 Q3.

What is the latest reported JOBY position on this page?

The most recent filing on this page is 2026 Q3, when Sound Income Strategies, LLC reported 25,298 shares, equal to 0.01% of portfolio, with an estimated market value of $145K.

What does the chart on this JOBY ownership page compare?

The chart compares Sound Income Strategies, LLC's quarterly JOBY 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 Income Strategies, LLC time their JOBY position?

Based on 13F filing dates vs. subsequent JOBY price moves, Sound Income Strategies, LLC correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on JOBY relative to SPY over the holding period was +425.0%.

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