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Disclosery

Strait & Sound Wealth Management LLC: EPI position timeline

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

Strait & Sound Wealth Management LLC held 0 EPI shares at 2025-03-31 per its 13F-HR filed 2025-05-16.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -15,614 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 15,614 shares
    Change vs previous 13F +3,635 shares

    0.33% of the 13F portfolio, value $706,846.

    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).

  3. period ended2024-09-30
    13F 11,979 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $604,460.

    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).