Strait & Sound Wealth Management LLC: FSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strait & Sound Wealth Management LLC on FSI, newest first. How the timeline and the estimate are built.
Strait & Sound Wealth Management LLC held 14,228 FSI shares at 2026-06-30 per its 13F-HR filed 2026-08-18.
the latest 13F is the newest step
- period ended2026-06-3013F 14,228 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $94,758.
13F-HR 0001966210-26-000003 filed by Strait & Sound Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,228 sharesChange vs previous 13F +2,500 shares
0.03% of the 13F portfolio, value $76,838.
13F-HR 0001966210-26-000002 filed by Strait & Sound Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,728 sharesChange vs previous 13F +1,600 shares
0.03% of the 13F portfolio, value $78,871.
13F-HR 0001966210-26-000001 filed by Strait & Sound Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,128 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $97,634.
13F-HR 0001966210-25-000003 filed by Strait & Sound Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,128 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $49,121.
13F-HR 0001095449-25-000054 filed by Strait & Sound Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).