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Strait & Sound Wealth Management LLC: BBBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strait & Sound Wealth Management LLC on BBBS, newest first. How the timeline and the estimate are built.

Strait & Sound Wealth Management LLC held 137,857 BBBS shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,857 shares
    Change vs previous 13F +16,714 shares

    2.47% of the 13F portfolio, value $7,036,911.

    13F-HR 0001966210-26-000003 filed by Strait & Sound Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 121,143 shares
    Change vs previous 13F +12,222 shares

    2.36% of the 13F portfolio, value $6,195,859.

    13F-HR 0001966210-26-000002 filed by Strait & Sound Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 108,921 shares
    Change vs previous 13F +14,114 shares

    2.09% of the 13F portfolio, value $5,607,253.

    13F-HR 0001966210-26-000001 filed by Strait & Sound Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 94,807 shares
    Change vs previous 13F +10,291 shares

    1.88% of the 13F portfolio, value $4,902,010.

    13F-HR 0001966210-25-000003 filed by Strait & Sound Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 84,516 shares
    Change vs previous 13F +14,963 shares

    1.85% of the 13F portfolio, value $4,344,109.

    13F-HR 0001095449-25-000054 filed by Strait & Sound Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 69,553 shares
    Change vs previous 13F +41,348 shares

    1.65% of the 13F portfolio, value $3,550,681.

    13F-HR 0001095449-25-000044 filed by Strait & Sound Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,205 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,424,781.

    13F-HR 0001095449-25-000014 filed by Strait & Sound Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).