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Strait & Sound Wealth Management LLC: EIPI position timeline

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

Strait & Sound Wealth Management LLC held 69,473 EIPI 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 69,473 shares
    Change vs previous 13F -226 shares

    0.53% of the 13F portfolio, value $1,517,290.

    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 69,699 shares
    Change vs previous 13F -461 shares

    0.6% of the 13F portfolio, value $1,567,531.

    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 70,160 shares
    Change vs previous 13F -1,301 shares

    0.52% of the 13F portfolio, value $1,394,079.

    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 71,461 shares
    Change vs previous 13F +4,148 shares

    0.54% of the 13F portfolio, value $1,416,357.

    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 67,313 shares
    Change vs previous 13F +5,843 shares

    0.56% of the 13F portfolio, value $1,327,408.

    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 61,470 shares
    Change vs previous 13F +14,291 shares

    0.58% of the 13F portfolio, value $1,247,226.

    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 47,179 shares
    Change vs previous 13F +6,671 shares

    0.43% of the 13F portfolio, value $919,519.

    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).

  8. period ended2024-09-30
    13F 40,508 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $783,830.

    13F-HR 0001095449-24-000091 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).