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Strait & Sound Wealth Management LLC: FLTR position timeline

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

Strait & Sound Wealth Management LLC held 40,952 FLTR 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 40,952 shares
    Change vs previous 13F +3,565 shares

    0.37% of the 13F portfolio, value $1,048,777.

    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 37,387 shares
    Change vs previous 13F -138 shares

    0.36% of the 13F portfolio, value $952,613.

    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 37,525 shares
    Change vs previous 13F -1,880 shares

    0.36% of the 13F portfolio, value $956,147.

    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 39,405 shares
    Change vs previous 13F +1,688 shares

    0.39% of the 13F portfolio, value $1,007,594.

    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 37,717 shares
    Change vs previous 13F +5,169 shares

    0.41% of the 13F portfolio, value $961,795.

    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 32,548 shares
    Change vs previous 13F -19,735 shares

    0.39% of the 13F portfolio, value $831,608.

    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 52,283 shares
    Change vs previous 13F -5,599 shares

    0.62% of the 13F portfolio, value $1,330,602.

    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 57,882 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,474,255.

    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).